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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 | $380,565 | $111,535+241.2% | $105,223+261.7% | $137,256+177.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 8.60% | 237.85%-229.3pp | 180.65%-172.1pp | 220.34%-211.7pp |
| Employer contribution / active EE | $10,408 | $3,939+164.2% | $3,689+182.2% | $4,156+150.4% |
| Participant deferral / active EE | $11,762 | $5,500+113.9% | $5,072+131.9% | $6,407+83.6% |
| Admin fee / account holder | $50,024 | $9,721+414.6% | $8,859+464.7% | $12,270+307.7% |