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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 | $362,437 | $102,595+253.3% | $94,057+285.3% | $154,746+134.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 8.27% | 583.42%-575.1pp | 480.62%-472.3pp | 172.34%-164.1pp |
| Employer contribution / active EE | $6,499 | $3,147+106.5% | $2,933+121.6% | $4,379+48.4% |
| Participant deferral / active EE | $4,369 | $5,118-14.6% | $4,709-7.2% | $6,730-35.1% |
| Admin fee / account holder | $22,359 | $7,736+189.0% | $7,244+208.6% | $14,365+55.6% |