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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 | $446,360 | $118,869+275.5% | $96,575+362.2% | $167,518+166.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.05% | 50.49%-43.4pp | 37.79%-30.7pp | 478.71%-471.7pp |
| Employer contribution / active EE | $6,570 | $3,120+110.6% | $2,357+178.8% | $4,838+35.8% |
| Participant deferral / active EE | $26,000 | $4,616+463.3% | $3,849+575.5% | $6,342+310.0% |
| Admin fee / account holder | $6,895 | $8,067-14.5% | $6,182+11.5% | $12,312-44.0% |