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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 | $273,809 | $157,296+74.1% | $141,191+93.9% | $152,897+79.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.60% | 64.34%-50.7pp | 71.41%-57.8pp | 345.43%-331.8pp |
| Employer contribution / active EE | $2,252 | $5,262-57.2% | $4,736-52.5% | $4,764-52.7% |
| Participant deferral / active EE | $2,430 | $7,111-65.8% | $6,710-63.8% | $5,851-58.5% |
| Admin fee / account holder | $5,421 | $12,125-55.3% | $10,264-47.2% | $11,599-53.3% |