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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 | $640,841 | $166,131+285.7% | $164,975+288.4% | $145,877+339.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.93% | 100.37%-98.4pp | 70.12%-68.2pp | 551.28%-549.4pp |
| Employer contribution / active EE | $30,500 | $5,276+478.1% | $4,343+602.3% | $4,663+554.1% |
| Participant deferral / active EE | $21,390 | $6,962+207.2% | $6,033+254.5% | $6,691+219.7% |
| Admin fee / account holder | $83,136 | $16,648+399.4% | $12,688+555.2% | $13,402+520.3% |