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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 | $88,702+381.3% | $81,780+422.0% | $145,978+192.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.89% | 1029.12%-1021.2pp | 776.27%-768.4pp | 550.52%-542.6pp |
| Employer contribution / active EE | $27,582 | $3,084+794.3% | $2,914+846.6% | $4,662+491.7% |
| Participant deferral / active EE | $3,885 | $4,645-16.4% | $4,321-10.1% | $6,690-41.9% |
| Admin fee / account holder | $235,060 | $8,414+2693.5% | $7,384+3083.4% | $13,400+1654.1% |