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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 | $424,170 | $183,978+130.6% | $162,171+161.6% | $152,885+177.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 7.19% | 150.78%-143.6pp | 115.60%-108.4pp | 345.39%-338.2pp |
| Employer contribution / active EE | $15,000 | $6,370+135.5% | $5,613+167.2% | $4,763+214.9% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $42,201 | $13,122+221.6% | $10,843+289.2% | $11,598+263.9% |