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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 | $313,489 | $90,486+246.5% | $78,676+298.5% | $273,972+14.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.49% | 75.62%-77.1pp | 62.19%-63.7pp | 41.46%-42.9pp |
| Employer contribution / active EE | $1,695 | $3,175-46.6% | $2,850-40.5% | $4,869-65.2% |
| Participant deferral / active EE | $6,845 | $3,901+75.5% | $3,517+94.6% | $5,287+29.5% |
| Admin fee / account holder | $1,212 | $5,263-77.0% | $4,510-73.1% | $10,133-88.0% |