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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 | $336,060 | $228,395+47.1% | $185,861+80.8% | $158,982+111.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.61% | 40.82%-37.2pp | 35.96%-32.3pp | 302.99%-299.4pp |
| Employer contribution / active EE | $3,277 | $4,968-34.0% | $4,088-19.8% | $4,763-31.2% |
| Participant deferral / active EE | $2,786 | $6,417-56.6% | $5,634-50.6% | $5,983-53.4% |
| Admin fee / account holder | $24,793 | $11,869+108.9% | $9,503+160.9% | $11,252+120.4% |