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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 | $483,586 | $114,119+323.8% | $107,187+351.2% | $138,895+248.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.82% | 273.21%-262.4pp | 204.55%-193.7pp | 145.39%-134.6pp |
| Employer contribution / active EE | $25,821 | $4,059+536.2% | $3,782+582.7% | $4,194+515.6% |
| Participant deferral / active EE | $12,921 | $5,538+133.3% | $5,096+153.5% | $6,396+102.0% |
| Admin fee / account holder | $514,313 | $10,024+5031.0% | $9,162+5513.4% | $12,562+3994.1% |