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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 | $425,741 | $184,000+131.4% | $162,185+162.5% | $152,909+178.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 6.58% | 150.80%-144.2pp | 115.61%-109.0pp | 345.46%-338.9pp |
| Employer contribution / active EE | $12,457 | $6,370+95.6% | $5,613+121.9% | $4,764+161.5% |
| Participant deferral / active EE | $23,000 | $8,033+186.3% | $7,297+215.2% | $5,851+293.1% |
| Admin fee / account holder | $8,333 | $13,124-36.5% | $10,844-23.2% | $11,601-28.2% |