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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 | $837,684 | $111,535+651.1% | $105,223+696.1% | $137,256+510.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.58% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,000 | $3,939-49.2% | $3,689-45.8% | $4,156-51.9% |
| Participant deferral / active EE | $11,200 | $5,500+103.6% | $5,072+120.8% | $6,407+74.8% |
| Admin fee / account holder | $58,089 | $9,721+497.5% | $8,859+555.7% | $12,270+373.4% |