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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 | $770,527 | $178,174+332.5% | $156,181+393.4% | $137,256+461.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 2.38% | 84.19%-81.8pp | 64.87%-62.5pp | 220.34%-218.0pp |
| Employer contribution / active EE | $7,500 | $4,972+50.9% | $4,294+74.7% | $4,156+80.5% |
| Participant deferral / active EE | $15,000 | $6,888+117.8% | $6,132+144.6% | $6,407+134.1% |
| Admin fee / account holder | $18,800 | $17,404+8.0% | $14,586+28.9% | $12,270+53.2% |