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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 | $365,684 | $112,892+223.9% | $90,956+302.0% | $158,931+130.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 2.60% | 215.80%-213.2pp | 134.60%-132.0pp | 302.86%-300.3pp |
| Employer contribution / active EE | $3,333 | $2,893+15.2% | $2,122+57.1% | $4,761-30.0% |
| Participant deferral / active EE | $0 | $4,127-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,819 | $8,042-77.4% | $5,959-69.5% | $11,247-83.8% |