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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 | $278,737 | $70,366+296.1% | $66,674+318.1% | $138,895+100.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.23% | 386.41%-375.2pp | 321.24%-310.0pp | 145.39%-134.2pp |
| Employer contribution / active EE | $4,953 | $2,765+79.1% | $2,620+89.0% | $4,194+18.1% |
| Participant deferral / active EE | $5,318 | $4,374+21.6% | $4,084+30.2% | $6,396-16.9% |
| Admin fee / account holder | $2,301 | $5,262-56.3% | $5,098-54.9% | $12,562-81.7% |