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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 | $252,375 | $106,247+137.5% | $96,515+161.5% | $139,466+81.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -0.86% | 38.47%-39.3pp | 35.73%-36.6pp | 373.66%-374.5pp |
| Employer contribution / active EE | $26,975 | $4,106+557.0% | $3,740+621.3% | $4,754+467.4% |
| Participant deferral / active EE | $15,580 | $5,456+185.6% | $4,880+219.3% | $6,712+132.1% |
| Admin fee / account holder | $1,826 | $7,885-76.8% | $6,735-72.9% | $11,409-84.0% |