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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 | $647,944 | $166,268+289.7% | $165,100+292.5% | $145,897+344.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.30% | 100.52%-95.2pp | 70.21%-64.9pp | 552.29%-547.0pp |
| Employer contribution / active EE | $13,076 | $5,284+147.5% | $4,348+200.7% | $4,663+180.4% |
| Participant deferral / active EE | $4,000 | $6,964-42.6% | $6,035-33.7% | $6,689-40.2% |
| Admin fee / account holder | $12,967 | $16,659-22.2% | $12,696+2.1% | $13,390-3.2% |