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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 | $416,790 | $152,619+173.1% | $125,195+232.9% | $152,909+172.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 9.76% | 54.85%-45.1pp | 43.79%-34.0pp | 345.46%-335.7pp |
| Employer contribution / active EE | $2,500 | $4,947-49.5% | $3,866-35.3% | $4,764-47.5% |
| Participant deferral / active EE | $14,297 | $5,869+143.6% | $4,937+189.6% | $5,851+144.3% |
| Admin fee / account holder | $19,564 | $13,437+45.6% | $9,704+101.6% | $11,601+68.6% |