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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 | $684,165 | $226,105+202.6% | $182,540+274.8% | $152,897+347.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.32% | 192.58%-185.3pp | 148.58%-141.3pp | 345.43%-338.1pp |
| Employer contribution / active EE | $36,500 | $4,978+633.2% | $4,076+795.6% | $4,764+666.2% |
| Participant deferral / active EE | $22,000 | $6,370+245.4% | $5,525+298.2% | $5,851+276.0% |
| Admin fee / account holder | $5,585 | $10,706-47.8% | $8,593-35.0% | $11,599-51.9% |