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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 | $88,710+381.3% | $81,783+422.0% | $145,959+192.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.89% | 1027.26%-1019.4pp | 775.05%-767.2pp | 561.95%-554.1pp |
| Employer contribution / active EE | $27,582 | $3,083+794.6% | $2,913+847.0% | $4,661+491.8% |
| Participant deferral / active EE | $3,885 | $4,645-16.4% | $4,320-10.1% | $6,689-41.9% |
| Admin fee / account holder | $235,060 | $8,407+2695.9% | $7,380+3085.1% | $13,398+1654.5% |