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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 | $311,459 | $86,298+260.9% | $111,308+179.8% | $85,847+262.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.88% | 19.99%-9.1pp | 54.67%-43.8pp | 318.61%-307.7pp |
| Employer contribution / active EE | $9,516 | $2,044+365.6% | $2,732+248.3% | $2,565+270.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $25,001 | $8,189+205.3% | $7,965+213.9% | $6,261+299.3% |