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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 | $492,256 | $118,875+314.1% | $96,572+409.7% | $167,553+193.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.81% | 50.50%-42.7pp | 37.79%-30.0pp | 478.89%-471.1pp |
| Employer contribution / active EE | $8,154 | $3,121+161.2% | $2,357+245.9% | $4,840+68.5% |
| Participant deferral / active EE | $9,299 | $4,617+101.4% | $3,850+141.6% | $6,343+46.6% |
| Admin fee / account holder | $2,657 | $8,070-67.1% | $6,183-57.0% | $12,316-78.4% |