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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 | $357,324 | $70,366+407.8% | $66,674+435.9% | $138,895+157.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.49% | 386.41%-375.9pp | 321.24%-310.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $17,075 | $2,765+517.5% | $2,620+551.7% | $4,194+307.1% |
| Participant deferral / active EE | $12,996 | $4,374+197.1% | $4,084+218.2% | $6,396+103.2% |
| Admin fee / account holder | $1,332 | $5,262-74.7% | $5,098-73.9% | $12,562-89.4% |