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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 | $312,071 | $114,013+173.7% | $103,693+201.0% | $155,188+101.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 7.66% | 49.31%-41.7pp | 47.61%-40.0pp | 148.84%-141.2pp |
| Employer contribution / active EE | $7,677 | $3,131+145.2% | $2,920+162.9% | $4,248+80.7% |
| Participant deferral / active EE | $16,154 | $4,970+225.0% | $4,579+252.8% | $6,531+147.3% |
| Admin fee / account holder | $2,718 | $8,407-67.7% | $7,858-65.4% | $14,480-81.2% |