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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 | $332,306 | $157,296+111.3% | $141,191+135.4% | $152,897+117.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.02% | 64.34%-52.3pp | 71.41%-59.4pp | 345.43%-333.4pp |
| Employer contribution / active EE | $2,805 | $5,262-46.7% | $4,736-40.8% | $4,764-41.1% |
| Participant deferral / active EE | $13,846 | $7,111+94.7% | $6,710+106.3% | $5,851+136.6% |
| Admin fee / account holder | $2,584 | $12,125-78.7% | $10,264-74.8% | $11,599-77.7% |