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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 | $263,942 | $88,672+197.7% | $105,223+150.8% | $82,448+220.1% |
| Participation rate | 76.5% | 67.9%+8.5pp | 75.0%+1.4pp | 68.1%+8.4pp |
| Annual return | 1.33% | 30.86%-29.5pp | 180.65%-179.3pp | 41.64%-40.3pp |
| Employer contribution / active EE | $2,809 | $3,048-7.8% | $3,689-23.9% | $2,551+10.1% |
| Participant deferral / active EE | $9,167 | $4,036+127.1% | $5,072+80.8% | $4,139+121.5% |
| Admin fee / account holder | $26,506 | $7,146+270.9% | $8,859+199.2% | $7,234+266.4% |