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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 | $72,071+402.9% | $68,368+430.1% | $137,256+164.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.27% | 353.14%-344.9pp | 292.57%-284.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $6,499 | $2,788+133.1% | $2,649+145.3% | $4,156+56.4% |
| Participant deferral / active EE | $4,369 | $4,410-0.9% | $4,123+6.0% | $6,407-31.8% |
| Admin fee / account holder | $22,359 | $5,336+319.1% | $5,150+334.2% | $12,270+82.2% |