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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 | $422,755 | $70,366+500.8% | $66,674+534.1% | $138,895+204.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 2.58% | 386.41%-383.8pp | 321.24%-318.7pp | 145.39%-142.8pp |
| Employer contribution / active EE | $1,143 | $2,765-58.7% | $2,620-56.4% | $4,194-72.7% |
| Participant deferral / active EE | $1,334 | $4,374-69.5% | $4,084-67.3% | $6,396-79.2% |
| Admin fee / account holder | $14,747 | $5,262+180.2% | $5,098+189.3% | $12,562+17.4% |