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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 | $306,848 | $208,088+47.5% | $186,193+64.8% | $154,746+98.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 7.72% | 89.97%-82.3pp | 78.03%-70.3pp | 172.34%-164.6pp |
| Employer contribution / active EE | $3,015 | $4,340-30.5% | $3,918-23.1% | $4,379-31.1% |
| Participant deferral / active EE | $5,000 | $7,078-29.4% | $6,513-23.2% | $6,730-25.7% |
| Admin fee / account holder | $130,687 | $11,698+1017.1% | $11,058+1081.8% | $14,365+809.7% |