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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 | $319,989 | $127,387+151.2% | $115,038+178.2% | $125,389+155.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.49% | 31.28%-34.8pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $3,207 | $5,166-37.9% | $4,608-30.4% | $4,866-34.1% |
| Participant deferral / active EE | $5,517 | $6,423-14.1% | $6,026-8.5% | $5,352+3.1% |
| Admin fee / account holder | $12,027 | $9,516+26.4% | $8,175+47.1% | $9,541+26.1% |