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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 | $488,043 | $111,535+337.6% | $105,223+363.8% | $137,256+255.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.94% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,719 | $3,939-56.4% | $3,689-53.4% | $4,156-58.6% |
| Participant deferral / active EE | $8,818 | $5,500+60.3% | $5,072+73.9% | $6,407+37.6% |
| Admin fee / account holder | $26,071 | $9,721+168.2% | $8,859+194.3% | $12,270+112.5% |