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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 | $426,923 | $88,754+381.0% | $81,820+421.8% | $145,877+192.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.89% | 1031.77%-1023.9pp | 777.93%-770.0pp | 551.28%-543.4pp |
| Employer contribution / active EE | $27,582 | $3,085+794.0% | $2,915+846.2% | $4,663+491.5% |
| Participant deferral / active EE | $3,885 | $4,648-16.4% | $4,323-10.1% | $6,691-41.9% |
| Admin fee / account holder | $235,060 | $8,424+2690.5% | $7,391+3080.6% | $13,402+1653.9% |