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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 | $495,517 | $116,190+326.5% | $93,614+429.3% | $152,885+224.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | -0.78% | 35.96%-36.7pp | 32.76%-33.5pp | 345.39%-346.2pp |
| Employer contribution / active EE | $2,694 | $3,219-16.3% | $2,718-0.9% | $4,763-43.4% |
| Participant deferral / active EE | $7,515 | $4,604+63.2% | $4,069+84.7% | $5,851+28.5% |
| Admin fee / account holder | $396 | $10,749-96.3% | $7,889-95.0% | $11,598-96.6% |