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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 | $457,203 | $176,120+159.6% | $159,487+186.7% | $167,553+172.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.53% | 331.95%-324.4pp | 263.71%-256.2pp | 478.89%-471.4pp |
| Employer contribution / active EE | $2,604 | $5,299-50.9% | $4,831-46.1% | $4,840-46.2% |
| Participant deferral / active EE | $15,650 | $7,752+101.9% | $7,354+112.8% | $6,343+146.7% |
| Admin fee / account holder | $5,354 | $12,561-57.4% | $10,804-50.4% | $12,316-56.5% |