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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 | $504,677 | $148,629+239.6% | $135,982+271.1% | $139,487+261.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.18% | 79.33%-68.1pp | 68.32%-57.1pp | 373.84%-362.7pp |
| Employer contribution / active EE | $16,000 | $5,247+205.0% | $4,859+229.3% | $4,755+236.5% |
| Participant deferral / active EE | $15,000 | $8,102+85.1% | $7,760+93.3% | $6,713+123.5% |
| Admin fee / account holder | $3,216 | $12,406-74.1% | $10,767-70.1% | $11,407-71.8% |