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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 | $256,613 | $154,193+66.4% | $130,045+97.3% | $139,466+84.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.33% | 32.51%-25.2pp | -137.30%+144.6pp | 373.66%-366.3pp |
| Employer contribution / active EE | $4,384 | $5,292-17.2% | $4,321+1.5% | $4,754-7.8% |
| Participant deferral / active EE | $9,017 | $6,709+34.4% | $5,820+54.9% | $6,712+34.3% |
| Admin fee / account holder | $5,012 | $13,989-64.2% | $10,600-52.7% | $11,409-56.1% |