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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 | $320,133 | $115,810+176.4% | $101,271+216.1% | $158,966+101.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.82% | 56.15%-49.3pp | 46.48%-39.7pp | 302.95%-296.1pp |
| Employer contribution / active EE | $22,391 | $4,175+436.3% | $3,660+511.8% | $4,762+370.2% |
| Participant deferral / active EE | $6,973 | $4,958+40.6% | $4,371+59.5% | $5,983+16.5% |
| Admin fee / account holder | $90,063 | $7,248+1142.6% | $5,948+1414.3% | $11,250+700.6% |