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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 | $528,521 | $175,257+201.6% | $149,717+253.0% | $139,456+279.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.69% | 166.70%-159.0pp | 134.41%-126.7pp | 373.45%-365.8pp |
| Employer contribution / active EE | $3,914 | $5,477-28.5% | $4,820-18.8% | $4,753-17.7% |
| Participant deferral / active EE | $15,000 | $6,521+130.0% | $5,682+164.0% | $6,711+123.5% |
| Admin fee / account holder | $9,044 | $16,156-44.0% | $13,213-31.5% | $11,407-20.7% |