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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 | $305,546 | $121,677+151.1% | $104,625+192.0% | $158,966+92.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -4.68% | 465.58%-470.3pp | 340.60%-345.3pp | 302.95%-307.6pp |
| Employer contribution / active EE | $3,410 | $3,165+7.7% | $2,681+27.2% | $4,762-28.4% |
| Participant deferral / active EE | $6,760 | $4,175+61.9% | $3,738+80.9% | $5,983+13.0% |
| Admin fee / account holder | $4,019 | $7,777-48.3% | $6,465-37.8% | $11,250-64.3% |