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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 | $263,881 | $115,796+127.9% | $101,264+160.6% | $158,950+66.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.65% | 56.15%-50.5pp | 46.48%-40.8pp | 302.91%-297.3pp |
| Employer contribution / active EE | $3,696 | $4,175-11.5% | $3,660+1.0% | $4,762-22.4% |
| Participant deferral / active EE | $1,666 | $4,958-66.4% | $4,370-61.9% | $5,983-72.2% |
| Admin fee / account holder | $2,889 | $7,247-60.1% | $5,947-51.4% | $11,248-74.3% |