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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 | $406,822 | $148,623+173.7% | $135,974+199.2% | $139,466+191.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.52% | 79.30%-72.8pp | 68.30%-61.8pp | 373.66%-367.1pp |
| Employer contribution / active EE | $21,721 | $5,246+314.0% | $4,859+347.0% | $4,754+356.9% |
| Participant deferral / active EE | $11,136 | $8,103+37.4% | $7,760+43.5% | $6,712+65.9% |
| Admin fee / account holder | $3,507 | $12,406-71.7% | $10,767-67.4% | $11,409-69.3% |