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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 | $433,653 | $93,598+363.3% | $135,974+218.9% | $75,173+476.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -7.60% | 30.89%-38.5pp | 68.30%-75.9pp | 160.72%-168.3pp |
| Employer contribution / active EE | $16,419 | $3,538+364.1% | $4,859+237.9% | $2,671+514.7% |
| Participant deferral / active EE | $6,193 | $6,405-3.3% | $7,760-20.2% | $4,126+50.1% |
| Admin fee / account holder | $12,267 | $6,978+75.8% | $10,767+13.9% | $5,651+117.1% |