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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 | $462,805 | $117,829+292.8% | $102,423+351.9% | $145,877+217.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.53% | 31.83%-23.3pp | 29.42%-20.9pp | 551.28%-542.8pp |
| Employer contribution / active EE | $11,700 | $3,615+223.7% | $3,023+287.0% | $4,663+150.9% |
| Participant deferral / active EE | $30,500 | $5,732+432.1% | $5,054+503.5% | $6,691+355.9% |
| Admin fee / account holder | $5,320 | $13,335-60.1% | $9,455-43.7% | $13,402-60.3% |