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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 | $316,016 | $157,304+100.9% | $141,197+123.8% | $152,909+106.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.30% | 64.34%-51.0pp | 71.41%-58.1pp | 345.46%-332.2pp |
| Employer contribution / active EE | $3,244 | $5,263-38.4% | $4,736-31.5% | $4,764-31.9% |
| Participant deferral / active EE | $12,000 | $7,111+68.8% | $6,710+78.8% | $5,851+105.1% |
| Admin fee / account holder | $2,832 | $12,126-76.6% | $10,265-72.4% | $11,601-75.6% |