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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 | $439,071 | $88,710+394.9% | $81,783+436.9% | $145,959+200.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.02% | 1027.26%-1021.2pp | 775.05%-769.0pp | 561.95%-555.9pp |
| Employer contribution / active EE | $18,269 | $3,083+492.5% | $2,913+527.3% | $4,661+292.0% |
| Participant deferral / active EE | $19,551 | $4,645+320.9% | $4,320+352.5% | $6,689+192.3% |
| Admin fee / account holder | $4,652 | $8,407-44.7% | $7,380-37.0% | $13,398-65.3% |