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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 | $710,900 | $174,379+307.7% | $152,093+367.4% | $138,895+411.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -4.84% | 74.86%-79.7pp | 66.36%-71.2pp | 145.39%-150.2pp |
| Employer contribution / active EE | $1,806 | $4,652-61.2% | $4,175-56.7% | $4,194-56.9% |
| Participant deferral / active EE | $2,793 | $6,159-54.7% | $5,451-48.8% | $6,396-56.3% |
| Admin fee / account holder | $8,444 | $16,880-50.0% | $14,497-41.8% | $12,562-32.8% |