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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 | $166,268+285.4% | $165,100+288.2% | $145,897+339.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.93% | 100.52%-98.6pp | 70.21%-68.3pp | 552.29%-550.4pp |
| Employer contribution / active EE | $30,500 | $5,284+477.2% | $4,348+601.5% | $4,663+554.1% |
| Participant deferral / active EE | $21,390 | $6,964+207.1% | $6,035+254.4% | $6,689+219.8% |
| Admin fee / account holder | $83,136 | $16,659+399.0% | $12,696+554.8% | $13,390+520.9% |