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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 | $88,815+380.7% | $81,882+421.4% | $145,897+192.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.89% | 1033.75%-1025.9pp | 779.47%-771.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $27,582 | $3,086+793.7% | $2,916+845.9% | $4,663+491.6% |
| Participant deferral / active EE | $3,885 | $4,647-16.4% | $4,323-10.1% | $6,689-41.9% |
| Admin fee / account holder | $235,060 | $8,434+2686.9% | $7,360+3093.9% | $13,390+1655.4% |