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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 | $374,556 | $175,231+113.8% | $149,696+150.2% | $139,466+168.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.15% | 166.77%-161.6pp | 134.46%-129.3pp | 373.66%-368.5pp |
| Employer contribution / active EE | $9,549 | $5,478+74.3% | $4,821+98.1% | $4,754+100.9% |
| Participant deferral / active EE | $14,392 | $6,521+120.7% | $5,682+153.3% | $6,712+114.4% |
| Admin fee / account holder | $7,246 | $16,155-55.1% | $13,212-45.2% | $11,409-36.5% |