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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 | $476,183 | $91,198+422.1% | $178,503+166.8% | $79,856+496.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.66% | 24.20%-16.5pp | 151.12%-143.5pp | 31.71%-24.0pp |
| Employer contribution / active EE | $20,145 | $3,257+518.6% | $5,011+302.0% | $2,471+715.2% |
| Participant deferral / active EE | $11,046 | $3,237+241.3% | $5,202+112.3% | $3,741+195.3% |
| Admin fee / account holder | $9,884 | $6,748+46.5% | $13,987-29.3% | $5,306+86.3% |