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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 | $333,333 | $160,028+108.3% | $147,080+126.6% | $145,884+128.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.55% | 98.60%-90.0pp | 420.17%-411.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $7,423 | $5,286+40.4% | $4,933+50.5% | $4,662+59.2% |
| Participant deferral / active EE | $16,990 | $8,422+101.7% | $8,066+110.6% | $6,690+154.0% |
| Admin fee / account holder | $181,783 | $15,030+1109.5% | $12,989+1299.5% | $13,392+1257.4% |