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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 | $338,710 | $88,672+282.0% | $105,223+221.9% | $82,448+310.8% |
| Participation rate | 93.3% | 67.9%+25.4pp | 75.0%+18.3pp | 68.1%+25.3pp |
| Annual return | 5.71% | 30.86%-25.1pp | 180.65%-174.9pp | 41.64%-35.9pp |
| Employer contribution / active EE | $2,615 | $3,048-14.2% | $3,689-29.1% | $2,551+2.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,275 | $7,146-82.2% | $8,859-85.6% | $7,234-82.4% |