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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 | $485,545 | $97,765+396.6% | $103,486+369.2% | $145,884+232.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 6.60% | 25.44%-18.8pp | 23.93%-17.3pp | 551.85%-545.2pp |
| Employer contribution / active EE | $15,000 | $4,687+220.0% | $4,679+220.6% | $4,662+221.7% |
| Participant deferral / active EE | $7,500 | $6,606+13.5% | $6,628+13.2% | $6,690+12.1% |
| Admin fee / account holder | $6,216 | $12,505-50.3% | $9,354-33.5% | $13,392-53.6% |