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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 | $462,041 | $124,425+271.3% | $112,040+312.4% | $137,256+236.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -2.74% | 24.72%-27.5pp | 24.52%-27.3pp | 220.34%-223.1pp |
| Employer contribution / active EE | $2,431 | $3,411-28.8% | $2,954-17.7% | $4,156-41.5% |
| Participant deferral / active EE | $3,203 | $5,718-44.0% | $5,098-37.2% | $6,407-50.0% |
| Admin fee / account holder | $47,168 | $15,207+210.2% | $12,098+289.9% | $12,270+284.4% |