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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 | $353,632 | $72,071+390.7% | $68,368+417.2% | $137,256+157.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.08% | 353.14%-342.1pp | 292.57%-281.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $12,519 | $2,788+349.1% | $2,649+372.6% | $4,156+201.2% |
| Participant deferral / active EE | $4,554 | $4,410+3.3% | $4,123+10.5% | $6,407-28.9% |
| Admin fee / account holder | $37,653 | $5,336+605.7% | $5,150+631.1% | $12,270+206.9% |