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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 | $372,783 | $114,119+226.7% | $107,187+247.8% | $138,895+168.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.06% | 273.21%-262.1pp | 204.55%-193.5pp | 145.39%-134.3pp |
| Employer contribution / active EE | $7,775 | $4,059+91.6% | $3,782+105.6% | $4,194+85.4% |
| Participant deferral / active EE | $16,405 | $5,538+196.2% | $5,096+221.9% | $6,396+156.5% |
| Admin fee / account holder | $6,361 | $10,024-36.5% | $9,162-30.6% | $12,562-49.4% |