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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 | $263,591 | $157,276+67.6% | $141,177+86.7% | $152,885+72.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.62% | 64.33%-58.7pp | 71.40%-65.8pp | 345.39%-339.8pp |
| Employer contribution / active EE | $4,500 | $5,262-14.5% | $4,736-5.0% | $4,763-5.5% |
| Participant deferral / active EE | $18,000 | $7,110+153.2% | $6,710+168.3% | $5,851+207.7% |
| Admin fee / account holder | $16,940 | $12,123+39.7% | $10,263+65.1% | $11,598+46.1% |