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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 | $277,793 | $157,276+76.6% | $141,177+96.8% | $152,885+81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.94% | 64.33%-60.4pp | 71.40%-67.5pp | 345.39%-341.5pp |
| Employer contribution / active EE | $1,508 | $5,262-71.3% | $4,736-68.2% | $4,763-68.3% |
| Participant deferral / active EE | $3,013 | $7,110-57.6% | $6,710-55.1% | $5,851-48.5% |
| Admin fee / account holder | $13,526 | $12,123+11.6% | $10,263+31.8% | $11,598+16.6% |