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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 | $478,323 | $72,071+563.7% | $68,368+599.6% | $137,256+248.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.78% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $4,444 | $2,788+59.4% | $2,649+67.8% | $4,156+6.9% |
| Participant deferral / active EE | $12,839 | $4,410+191.1% | $4,123+211.4% | $6,407+100.4% |
| Admin fee / account holder | $58,651 | $5,336+999.3% | $5,150+1038.9% | $12,270+378.0% |