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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 | $430,076 | $172,111+149.9% | $150,298+186.1% | $137,256+213.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.20% | 69.37%-65.2pp | 62.79%-58.6pp | 220.34%-216.1pp |
| Employer contribution / active EE | $41,828 | $4,636+802.2% | $4,154+906.9% | $4,156+906.5% |
| Participant deferral / active EE | $25,869 | $6,166+319.6% | $5,453+374.4% | $6,407+303.8% |
| Admin fee / account holder | $403,496 | $16,471+2349.7% | $14,116+2758.5% | $12,270+3188.4% |