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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 | $687,690 | $106,267+547.1% | $96,520+612.5% | $139,456+393.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.92% | 38.45%-34.5pp | 35.72%-31.8pp | 373.45%-369.5pp |
| Employer contribution / active EE | $2,000 | $4,105-51.3% | $3,739-46.5% | $4,753-57.9% |
| Participant deferral / active EE | $11,200 | $5,454+105.3% | $4,879+129.6% | $6,711+66.9% |
| Admin fee / account holder | $55,223 | $7,882+600.6% | $6,733+720.2% | $11,407+384.1% |