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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 | $312,582 | $123,155+153.8% | $108,753+187.4% | $155,188+101.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 4.19% | 44.73%-40.5pp | 37.47%-33.3pp | 148.84%-144.6pp |
| Employer contribution / active EE | $4,359 | $2,811+55.0% | $2,427+79.6% | $4,248+2.6% |
| Participant deferral / active EE | $1,695 | $4,623-63.3% | $4,115-58.8% | $6,531-74.1% |
| Admin fee / account holder | $28,330 | $12,126+133.6% | $10,320+174.5% | $14,480+95.7% |