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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 | $386,225 | $107,941+257.8% | $91,994+319.8% | $152,909+152.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 5.55% | 89.28%-83.7pp | 69.04%-63.5pp | 345.46%-339.9pp |
| Employer contribution / active EE | $10,297 | $4,212+144.5% | $3,453+198.2% | $4,764+116.1% |
| Participant deferral / active EE | $10,297 | $6,366+61.8% | $5,924+73.8% | $5,851+76.0% |
| Admin fee / account holder | $8,333 | $10,521-20.8% | $7,744+7.6% | $11,601-28.2% |