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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 | $485,868 | $78,670+517.6% | $109,173+345.0% | $85,847+466.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 8.69% | 25.09%-16.4pp | 25.75%-17.1pp | 318.61%-309.9pp |
| Employer contribution / active EE | $11,767 | $2,734+330.4% | $3,723+216.1% | $2,565+358.7% |
| Participant deferral / active EE | $3,221 | $3,467-7.1% | $4,654-30.8% | $3,952-18.5% |
| Admin fee / account holder | $30,773 | $5,469+462.6% | $6,755+355.6% | $6,261+391.5% |