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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 | $316,680 | $176,120+79.8% | $159,487+98.6% | $167,553+89.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.92% | 331.95%-326.0pp | 263.71%-257.8pp | 478.89%-473.0pp |
| Employer contribution / active EE | $5,029 | $5,299-5.1% | $4,831+4.1% | $4,840+3.9% |
| Participant deferral / active EE | $12,723 | $7,752+64.1% | $7,354+73.0% | $6,343+100.6% |
| Admin fee / account holder | $76,517 | $12,561+509.2% | $10,804+608.2% | $12,316+521.3% |