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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,728 | $157,276+94.4% | $141,177+116.6% | $152,885+100.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.32% | 64.33%-60.0pp | 71.40%-67.1pp | 345.39%-341.1pp |
| Employer contribution / active EE | $4,572 | $5,262-13.1% | $4,736-3.5% | $4,763-4.0% |
| Participant deferral / active EE | $6,122 | $7,110-13.9% | $6,710-8.8% | $5,851+4.6% |
| Admin fee / account holder | $13,402 | $12,123+10.6% | $10,263+30.6% | $11,598+15.6% |