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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 | $278,617 | $115,810+140.6% | $101,271+175.1% | $158,966+75.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.40% | 56.15%-55.8pp | 46.48%-46.1pp | 302.95%-302.6pp |
| Employer contribution / active EE | $10,330 | $4,175+147.4% | $3,660+182.2% | $4,762+116.9% |
| Participant deferral / active EE | $6,286 | $4,958+26.8% | $4,371+43.8% | $5,983+5.1% |
| Admin fee / account holder | $346 | $7,248-95.2% | $5,948-94.2% | $11,250-96.9% |