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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 | $325,397 | $105,145+209.5% | $94,664+243.7% | $139,466+133.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 9.00% | 38.09%-29.1pp | 156.84%-147.8pp | 373.66%-364.7pp |
| Employer contribution / active EE | $66,000 | $4,107+1507.0% | $3,673+1696.9% | $4,754+1288.3% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $400 | $8,972-95.5% | $7,222-94.5% | $11,409-96.5% |