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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 | $458,597 | $88,754+416.7% | $81,820+460.5% | $145,877+214.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.69% | 1031.77%-1024.1pp | 777.93%-770.2pp | 551.28%-543.6pp |
| Employer contribution / active EE | $1,378 | $3,085-55.3% | $2,915-52.7% | $4,663-70.4% |
| Participant deferral / active EE | $30,500 | $4,648+556.3% | $4,323+605.6% | $6,691+355.9% |
| Admin fee / account holder | $1,376 | $8,424-83.7% | $7,391-81.4% | $13,402-89.7% |