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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 | $431,087 | $157,296+174.1% | $141,191+205.3% | $152,897+181.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.20% | 64.34%-61.1pp | 71.41%-68.2pp | 345.43%-342.2pp |
| Employer contribution / active EE | $4,854 | $5,262-7.8% | $4,736+2.5% | $4,764+1.9% |
| Participant deferral / active EE | $10,000 | $7,111+40.6% | $6,710+49.0% | $5,851+70.9% |
| Admin fee / account holder | $2,627 | $12,125-78.3% | $10,264-74.4% | $11,599-77.4% |