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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 | $565,605 | $112,915+400.9% | $90,965+521.8% | $158,950+255.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 4.53% | 215.75%-211.2pp | 134.57%-130.0pp | 302.91%-298.4pp |
| Employer contribution / active EE | $13,726 | $2,894+374.3% | $2,122+546.8% | $4,762+188.3% |
| Participant deferral / active EE | $7,071 | $4,128+71.3% | $3,373+109.6% | $5,983+18.2% |
| Admin fee / account holder | $11,577 | $8,044+43.9% | $5,960+94.3% | $11,248+2.9% |