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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 | $402,059 | $85,766+368.8% | $136,298+195.0% | $70,126+473.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.53% | 31.46%-22.9pp | 5156.27%-5147.7pp | 73.15%-64.6pp |
| Employer contribution / active EE | $1,685 | $2,966-43.2% | $4,696-64.1% | $2,343-28.1% |
| Participant deferral / active EE | $10,281 | $5,051+103.5% | $6,247+64.6% | $3,332+208.6% |
| Admin fee / account holder | $22,478 | $5,421+314.7% | $9,244+143.2% | $4,645+383.9% |