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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 | $367,977 | $129,737+183.6% | $119,126+208.9% | $154,746+137.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.26% | 379.08%-370.8pp | 282.11%-273.8pp | 172.34%-164.1pp |
| Employer contribution / active EE | $2,000 | $4,375-54.3% | $4,034-50.4% | $4,379-54.3% |
| Participant deferral / active EE | $5,438 | $5,842-6.9% | $5,318+2.2% | $6,730-19.2% |
| Admin fee / account holder | $72,269 | $11,961+504.2% | $10,693+575.8% | $14,365+403.1% |