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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 | $397,560 | $114,119+248.4% | $107,187+270.9% | $138,895+186.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 2.87% | 273.21%-270.3pp | 204.55%-201.7pp | 145.39%-142.5pp |
| Employer contribution / active EE | $3,600 | $4,059-11.3% | $3,782-4.8% | $4,194-14.2% |
| Participant deferral / active EE | $4,500 | $5,538-18.7% | $5,096-11.7% | $6,396-29.6% |
| Admin fee / account holder | $662 | $10,024-93.4% | $9,162-92.8% | $12,562-94.7% |