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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 | $318,625 | $115,796+175.2% | $101,264+214.6% | $158,950+100.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.49% | 56.15%-50.7pp | 46.48%-41.0pp | 302.91%-297.4pp |
| Employer contribution / active EE | $10,669 | $4,175+155.5% | $3,660+191.5% | $4,762+124.1% |
| Participant deferral / active EE | $12,943 | $4,958+161.1% | $4,370+196.1% | $5,983+116.3% |
| Admin fee / account holder | $17,092 | $7,247+135.8% | $5,947+187.4% | $11,248+51.9% |