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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 | $251,690 | $172,111+46.2% | $150,298+67.5% | $137,256+83.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.54% | 69.37%-65.8pp | 62.79%-59.2pp | 220.34%-216.8pp |
| Employer contribution / active EE | $16,073 | $4,636+246.7% | $4,154+286.9% | $4,156+286.7% |
| Participant deferral / active EE | $3,917 | $6,166-36.5% | $5,453-28.2% | $6,407-38.9% |
| Admin fee / account holder | $44,390 | $16,471+169.5% | $14,116+214.5% | $12,270+261.8% |