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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 | $328,342 | $175,231+87.4% | $149,696+119.3% | $139,466+135.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.04% | 166.77%-163.7pp | 134.46%-131.4pp | 373.66%-370.6pp |
| Employer contribution / active EE | $2,743 | $5,478-49.9% | $4,821-43.1% | $4,754-42.3% |
| Participant deferral / active EE | $23,033 | $6,521+253.2% | $5,682+305.4% | $6,712+243.2% |
| Admin fee / account holder | $1,906 | $16,155-88.2% | $13,212-85.6% | $11,409-83.3% |