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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 | $538,908 | $154,193+249.5% | $130,045+314.4% | $139,466+286.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.68% | 32.51%-24.8pp | -137.30%+145.0pp | 373.66%-366.0pp |
| Employer contribution / active EE | $14,050 | $5,292+165.5% | $4,321+225.1% | $4,754+195.5% |
| Participant deferral / active EE | $22,595 | $6,709+236.8% | $5,820+288.2% | $6,712+236.6% |
| Admin fee / account holder | $78,955 | $13,989+464.4% | $10,600+644.8% | $11,409+592.1% |