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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 | $286,314 | $165,381+73.1% | $149,730+91.2% | $158,966+80.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.72% | 348.29%-342.6pp | 276.70%-271.0pp | 302.95%-297.2pp |
| Employer contribution / active EE | $4,435 | $5,104-13.1% | $4,645-4.5% | $4,762-6.9% |
| Participant deferral / active EE | $10,341 | $7,182+44.0% | $6,843+51.1% | $5,983+72.8% |
| Admin fee / account holder | $184,378 | $10,809+1605.7% | $9,310+1880.3% | $11,250+1538.9% |