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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 | $605,783 | $102,595+490.5% | $94,057+544.1% | $154,746+291.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 9.44% | 583.42%-574.0pp | 480.62%-471.2pp | 172.34%-162.9pp |
| Employer contribution / active EE | $1,684 | $3,147-46.5% | $2,933-42.6% | $4,379-61.5% |
| Participant deferral / active EE | $20,667 | $5,118+303.8% | $4,709+338.8% | $6,730+207.1% |
| Admin fee / account holder | $5,500 | $7,736-28.9% | $7,244-24.1% | $14,365-61.7% |