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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 | $490,851 | $107,353+357.2% | $92,903+428.3% | $152,885+221.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.31% | 145.62%-143.3pp | 109.43%-107.1pp | 345.39%-343.1pp |
| Employer contribution / active EE | $9,614 | $4,222+127.7% | $3,653+163.2% | $4,763+101.8% |
| Participant deferral / active EE | $3,972 | $4,848-18.1% | $4,238-6.3% | $5,851-32.1% |
| Admin fee / account holder | $10,580 | $7,081+49.4% | $5,795+82.6% | $11,598-8.8% |