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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 | $602,764 | $148,623+305.6% | $135,974+343.3% | $139,466+332.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.12% | 79.30%-68.2pp | 68.30%-57.2pp | 373.66%-362.5pp |
| Employer contribution / active EE | $2,057 | $5,246-60.8% | $4,859-57.7% | $4,754-56.7% |
| Participant deferral / active EE | $10,000 | $8,103+23.4% | $7,760+28.9% | $6,712+49.0% |
| Admin fee / account holder | $6,250 | $12,406-49.6% | $10,767-41.9% | $11,409-45.2% |