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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 | $299,322 | $70,366+325.4% | $66,674+348.9% | $138,895+115.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.82% | 386.41%-376.6pp | 321.24%-311.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $16,957 | $2,765+513.3% | $2,620+547.2% | $4,194+304.3% |
| Participant deferral / active EE | $9,636 | $4,374+120.3% | $4,084+135.9% | $6,396+50.6% |
| Admin fee / account holder | $73,070 | $5,262+1288.5% | $5,098+1333.3% | $12,562+481.7% |