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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 | $356,595 | $111,787+219.0% | $93,681+280.6% | $145,978+144.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.66% | 203.52%-196.9pp | 133.47%-126.8pp | 550.52%-543.9pp |
| Employer contribution / active EE | $1,183 | $3,093-61.8% | $2,422-51.2% | $4,662-74.6% |
| Participant deferral / active EE | $13,648 | $4,918+177.5% | $4,415+209.1% | $6,690+104.0% |
| Admin fee / account holder | $3,173 | $10,256-69.1% | $8,290-61.7% | $13,400-76.3% |