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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 | $419,414 | $111,535+276.0% | $105,223+298.6% | $137,256+205.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.43% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $12,292 | $3,939+212.0% | $3,689+233.3% | $4,156+195.8% |
| Participant deferral / active EE | $31,000 | $5,500+463.6% | $5,072+511.2% | $6,407+383.9% |
| Admin fee / account holder | $2,570 | $9,721-73.6% | $8,859-71.0% | $12,270-79.1% |