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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 | $272,461 | $172,111+58.3% | $150,298+81.3% | $137,256+98.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 2.20% | 69.37%-67.2pp | 62.79%-60.6pp | 220.34%-218.1pp |
| Employer contribution / active EE | $21,000 | $4,636+353.0% | $4,154+405.5% | $4,156+405.3% |
| Participant deferral / active EE | $31,000 | $6,166+402.8% | $5,453+468.5% | $6,407+383.9% |
| Admin fee / account holder | $10,000 | $16,471-39.3% | $14,116-29.2% | $12,270-18.5% |