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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 | $528,565 | $81,446+549.0% | $103,374+411.3% | $80,874+553.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -2.21% | 25.57%-27.8pp | 24.89%-27.1pp | 35.62%-37.8pp |
| Employer contribution / active EE | $4,035 | $3,107+29.9% | $3,869+4.3% | $2,756+46.4% |
| Participant deferral / active EE | $7,089 | $3,870+83.2% | $5,058+40.2% | $4,297+65.0% |
| Admin fee / account holder | $3,317 | $6,715-50.6% | $8,394-60.5% | $6,935-52.2% |