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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 | $488,122 | $109,411+346.1% | $89,435+445.8% | $158,982+207.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 1.88% | 345.68%-343.8pp | 245.55%-243.7pp | 302.99%-301.1pp |
| Employer contribution / active EE | $31,848 | $3,173+903.8% | $2,587+1131.0% | $4,763+568.7% |
| Participant deferral / active EE | $4,973 | $4,600+8.1% | $3,890+27.8% | $5,983-16.9% |
| Admin fee / account holder | $19,067 | $6,159+209.6% | $4,884+290.4% | $11,252+69.5% |