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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 | $476,136 | $77,908+511.2% | $149,696+218.1% | $75,173+533.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -0.61% | 31.73%-32.3pp | 134.46%-135.1pp | 160.72%-161.3pp |
| Employer contribution / active EE | $2,270 | $3,138-27.6% | $4,821-52.9% | $2,671-15.0% |
| Participant deferral / active EE | $4,806 | $3,411+40.9% | $5,682-15.4% | $4,126+16.5% |
| Admin fee / account holder | $15,565 | $5,950+161.6% | $13,212+17.8% | $5,651+175.5% |