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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 | $542,930 | $226,090+140.1% | $182,531+197.4% | $152,885+255.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 6.57% | 192.57%-186.0pp | 148.57%-142.0pp | 345.39%-338.8pp |
| Employer contribution / active EE | $2,699 | $4,978-45.8% | $4,075-33.8% | $4,763-43.3% |
| Participant deferral / active EE | $13,105 | $6,369+105.8% | $5,525+137.2% | $5,851+124.0% |
| Admin fee / account holder | $21,832 | $10,705+103.9% | $8,593+154.1% | $11,598+88.2% |