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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 | $314,866 | $108,882+189.2% | $96,754+225.4% | $154,746+103.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 6.38% | 98.39%-92.0pp | 82.04%-75.7pp | 172.34%-166.0pp |
| Employer contribution / active EE | $2,288 | $3,018-24.2% | $2,679-14.6% | $4,379-47.8% |
| Participant deferral / active EE | $12,400 | $5,323+133.0% | $4,758+160.6% | $6,730+84.2% |
| Admin fee / account holder | $9,653 | $10,200-5.4% | $8,905+8.4% | $14,365-32.8% |