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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 | $325,041 | $127,387+155.2% | $115,038+182.6% | $125,389+159.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.18% | 31.28%-35.5pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $2,641 | $5,166-48.9% | $4,608-42.7% | $4,866-45.7% |
| Participant deferral / active EE | $27,080 | $6,423+321.6% | $6,026+349.4% | $5,352+406.0% |
| Admin fee / account holder | $2,900 | $9,516-69.5% | $8,175-64.5% | $9,541-69.6% |