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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 | $303,041 | $154,209+96.5% | $130,062+133.0% | $139,487+117.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.39% | 32.52%-27.1pp | -137.37%+142.8pp | 373.84%-368.4pp |
| Employer contribution / active EE | $2,280 | $5,292-56.9% | $4,322-47.2% | $4,755-52.0% |
| Participant deferral / active EE | $12,000 | $6,709+78.9% | $5,821+106.2% | $6,713+78.8% |
| Admin fee / account holder | $4,620 | $13,988-67.0% | $10,601-56.4% | $11,407-59.5% |