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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 | $691,796 | $111,535+520.3% | $105,223+557.5% | $137,256+404.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.53% | 237.85%-230.3pp | 180.65%-173.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $20,000 | $3,939+407.7% | $3,689+442.2% | $4,156+381.2% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,209 | $9,721-67.0% | $8,859-63.8% | $12,270-73.8% |