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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 | $395,186 | $228,395+73.0% | $185,861+112.6% | $158,982+148.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.22% | 40.82%-39.6pp | 35.96%-34.7pp | 302.99%-301.8pp |
| Employer contribution / active EE | $1,352 | $4,968-72.8% | $4,088-66.9% | $4,763-71.6% |
| Participant deferral / active EE | $8,000 | $6,417+24.7% | $5,634+42.0% | $5,983+33.7% |
| Admin fee / account holder | $17,497 | $11,869+47.4% | $9,503+84.1% | $11,252+55.5% |