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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 | $266,484 | $132,099+101.7% | $115,599+130.5% | $138,895+91.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 6.97% | 176.76%-169.8pp | 111.10%-104.1pp | 145.39%-138.4pp |
| Employer contribution / active EE | $1,560 | $3,416-54.3% | $2,955-47.2% | $4,194-62.8% |
| Participant deferral / active EE | $1,950 | $5,617-65.3% | $4,889-60.1% | $6,396-69.5% |
| Admin fee / account holder | $31,183 | $15,650+99.3% | $12,841+142.8% | $12,562+148.2% |