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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 | $548,983 | $166,268+230.2% | $165,100+232.5% | $145,897+276.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.03% | 100.52%-92.5pp | 70.21%-62.2pp | 552.29%-544.3pp |
| Employer contribution / active EE | $30,238 | $5,284+472.3% | $4,348+595.4% | $4,663+548.5% |
| Participant deferral / active EE | $22,875 | $6,964+228.5% | $6,035+279.0% | $6,689+242.0% |
| Admin fee / account holder | $4,688 | $16,659-71.9% | $12,696-63.1% | $13,390-65.0% |