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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 | $484,151 | $111,785+333.1% | $93,669+416.9% | $145,877+231.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 4.00% | 203.79%-199.8pp | 133.59%-129.6pp | 551.28%-547.3pp |
| Employer contribution / active EE | $3,007 | $3,096-2.9% | $2,424+24.1% | $4,663-35.5% |
| Participant deferral / active EE | $8,714 | $4,919+77.2% | $4,416+97.3% | $6,691+30.2% |
| Admin fee / account holder | $5,499 | $10,256-46.4% | $8,291-33.7% | $13,402-59.0% |