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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 | $421,798 | $111,535+278.2% | $105,223+300.9% | $137,256+207.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.79% | 237.85%-230.1pp | 180.65%-172.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $18,595 | $3,939+372.0% | $3,689+404.1% | $4,156+347.4% |
| Participant deferral / active EE | $3,999 | $5,500-27.3% | $5,072-21.1% | $6,407-37.6% |
| Admin fee / account holder | $29,556 | $9,721+204.0% | $8,859+233.6% | $12,270+140.9% |