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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 | $522,895 | $106,905+389.1% | $84,020+522.3% | $152,885+242.0% |
| Participation rate | 94.4% | 75.2%+19.2pp | 69.0%+25.4pp | 82.5%+12.0pp |
| Annual return | 4.57% | 105.00%-100.4pp | 71.31%-66.7pp | 345.39%-340.8pp |
| Employer contribution / active EE | $2,845 | $2,735+4.0% | $1,984+43.4% | $4,763-40.3% |
| Participant deferral / active EE | $6,526 | $4,012+62.7% | $3,239+101.5% | $5,851+11.5% |
| Admin fee / account holder | $14,172 | $8,287+71.0% | $6,101+132.3% | $11,598+22.2% |