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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 | $377,698 | $166,020+127.5% | $164,866+129.1% | $145,959+158.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.10% | 100.08%-92.0pp | 69.97%-61.9pp | 561.95%-553.8pp |
| Employer contribution / active EE | $20,000 | $5,275+279.2% | $4,343+360.5% | $4,661+329.1% |
| Participant deferral / active EE | $7,933 | $6,961+14.0% | $6,033+31.5% | $6,689+18.6% |
| Admin fee / account holder | $32,957 | $16,644+98.0% | $12,689+159.7% | $13,398+146.0% |