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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 | $486,718 | $100,895+382.4% | $90,430+438.2% | $158,950+206.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.64% | 1725.54%-1719.9pp | 1293.73%-1288.1pp | 302.91%-297.3pp |
| Employer contribution / active EE | $17,188 | $3,689+365.9% | $3,262+426.9% | $4,762+260.9% |
| Participant deferral / active EE | $3,084 | $4,347-29.1% | $3,963-22.2% | $5,983-48.5% |
| Admin fee / account holder | $708 | $6,505-89.1% | $5,613-87.4% | $11,248-93.7% |