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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 | $266,428 | $162,821+63.6% | $133,978+98.9% | $158,982+67.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.79% | 41.95%-38.2pp | 45.10%-41.3pp | 302.99%-299.2pp |
| Employer contribution / active EE | $10,970 | $4,976+120.4% | $3,919+179.9% | $4,763+130.3% |
| Participant deferral / active EE | $8,441 | $5,910+42.8% | $5,047+67.2% | $5,983+41.1% |
| Admin fee / account holder | $1,184 | $11,742-89.9% | $8,930-86.7% | $11,252-89.5% |