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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 | $357,293 | $102,382+249.0% | $147,005+143.0% | $80,874+341.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 4.88% | 134.89%-130.0pp | 418.76%-413.9pp | 35.62%-30.7pp |
| Employer contribution / active EE | $11,629 | $3,715+213.0% | $4,934+135.7% | $2,756+322.0% |
| Participant deferral / active EE | $5,340 | $6,646-19.7% | $8,070-33.8% | $4,297+24.3% |
| Admin fee / account holder | $689 | $7,942-91.3% | $13,006-94.7% | $6,935-90.1% |