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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 | $423,442 | $148,629+184.9% | $135,982+211.4% | $139,487+203.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.59% | 79.33%-70.7pp | 68.32%-59.7pp | 373.84%-365.2pp |
| Employer contribution / active EE | $19,072 | $5,247+263.5% | $4,859+292.5% | $4,755+301.1% |
| Participant deferral / active EE | $15,000 | $8,102+85.1% | $7,760+93.3% | $6,713+123.5% |
| Admin fee / account holder | $2,726 | $12,406-78.0% | $10,767-74.7% | $11,407-76.1% |