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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 | $327,056 | $70,366+364.8% | $66,674+390.5% | $138,895+135.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 7.41% | 386.41%-379.0pp | 321.24%-313.8pp | 145.39%-138.0pp |
| Employer contribution / active EE | $15,038 | $2,765+443.8% | $2,620+473.9% | $4,194+258.5% |
| Participant deferral / active EE | $23,981 | $4,374+448.3% | $4,084+487.2% | $6,396+274.9% |
| Admin fee / account holder | $66,683 | $5,262+1167.1% | $5,098+1208.0% | $12,562+430.8% |