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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 | $268,199 | $99,652+169.1% | $78,778+240.4% | $147,586+81.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 1.12% | 47.28%-46.2pp | 35.62%-34.5pp | 578.59%-577.5pp |
| Employer contribution / active EE | $3,320 | $2,796+18.8% | $1,986+67.2% | $4,876-31.9% |
| Participant deferral / active EE | $24,000 | $3,664+555.1% | $2,958+711.3% | $5,439+341.3% |
| Admin fee / account holder | $4,201 | $7,155-41.3% | $5,134-18.2% | $10,886-61.4% |