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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 | $955,910 | $180,749+428.9% | $160,784+494.5% | $137,256+596.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 8.53% | 2234.46%-2225.9pp | 1803.92%-1795.4pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,488 | $4,155-64.2% | $3,733-60.1% | $4,156-64.2% |
| Participant deferral / active EE | $15,991 | $6,844+133.6% | $6,293+154.1% | $6,407+149.6% |
| Admin fee / account holder | $17,642 | $10,397+69.7% | $9,717+81.6% | $12,270+43.8% |