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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 | $111,814+218.9% | $93,654+280.8% | $145,959+144.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.66% | 203.30%-196.6pp | 133.34%-126.7pp | 561.95%-555.3pp |
| Employer contribution / active EE | $1,183 | $3,092-61.7% | $2,421-51.1% | $4,661-74.6% |
| Participant deferral / active EE | $13,648 | $4,914+177.7% | $4,413+209.3% | $6,689+104.0% |
| Admin fee / account holder | $3,173 | $10,246-69.0% | $8,282-61.7% | $13,398-76.3% |