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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 | $459,046 | $114,119+302.3% | $107,187+328.3% | $138,895+230.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.74% | 273.21%-262.5pp | 204.55%-193.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $15,751 | $4,059+288.1% | $3,782+316.5% | $4,194+275.5% |
| Participant deferral / active EE | $10,630 | $5,538+92.0% | $5,096+108.6% | $6,396+66.2% |
| Admin fee / account holder | $40,205 | $10,024+301.1% | $9,162+338.8% | $12,562+220.0% |