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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 | $615,774 | $106,524+478.1% | $152,301+304.3% | $87,485+603.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | -1.62% | 26.89%-28.5pp | 80.50%-82.1pp | 26.06%-27.7pp |
| Employer contribution / active EE | $7,682 | $3,371+127.9% | $4,624+66.1% | $2,596+195.9% |
| Participant deferral / active EE | $14,552 | $6,525+123.0% | $8,004+81.8% | $4,274+240.5% |
| Admin fee / account holder | $33,250 | $8,287+301.3% | $14,398+130.9% | $7,775+327.7% |