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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 | $456,120 | $148,629+206.9% | $135,982+235.4% | $139,487+227.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.80% | 79.33%-67.5pp | 68.32%-56.5pp | 373.84%-362.0pp |
| Employer contribution / active EE | $22,833 | $5,247+335.2% | $4,859+369.9% | $4,755+380.2% |
| Participant deferral / active EE | $11,080 | $8,102+36.7% | $7,760+42.8% | $6,713+65.1% |
| Admin fee / account holder | $4,623 | $12,406-62.7% | $10,767-57.1% | $11,407-59.5% |