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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 | $494,507 | $175,231+182.2% | $149,696+230.3% | $139,466+254.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.70% | 166.77%-165.1pp | 134.46%-132.8pp | 373.66%-372.0pp |
| Employer contribution / active EE | $12,500 | $5,478+128.2% | $4,821+159.3% | $4,754+162.9% |
| Participant deferral / active EE | $6,765 | $6,521+3.7% | $5,682+19.1% | $6,712+0.8% |
| Admin fee / account holder | $78,763 | $16,155+387.5% | $13,212+496.1% | $11,409+590.4% |