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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 | $426,554 | $106,008+302.4% | $92,240+362.4% | $147,586+189.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.08% | 50.05%-44.0pp | 176.29%-170.2pp | 578.59%-572.5pp |
| Employer contribution / active EE | $31,333 | $4,333+623.1% | $3,680+751.5% | $4,876+542.6% |
| Participant deferral / active EE | $15,000 | $4,478+234.9% | $3,897+284.9% | $5,439+175.8% |
| Admin fee / account holder | $2,961 | $6,333-53.3% | $5,194-43.0% | $10,886-72.8% |