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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 | $410,677 | $110,337+272.2% | $102,383+301.1% | $145,877+181.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.86% | 24.83%-20.0pp | 24.94%-20.1pp | 551.28%-546.4pp |
| Employer contribution / active EE | $2,063 | $4,216-51.1% | $3,870-46.7% | $4,663-55.8% |
| Participant deferral / active EE | $15,333 | $5,621+172.8% | $5,060+203.1% | $6,691+129.2% |
| Admin fee / account holder | $13,983 | $9,750+43.4% | $8,391+66.6% | $13,402+4.3% |