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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 | $599,323 | $111,535+437.3% | $105,223+469.6% | $137,256+336.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.06% | 237.85%-228.8pp | 180.65%-171.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $3,169 | $3,939-19.5% | $3,689-14.1% | $4,156-23.7% |
| Participant deferral / active EE | $12,093 | $5,500+119.9% | $5,072+138.4% | $6,407+88.8% |
| Admin fee / account holder | $24,964 | $9,721+156.8% | $8,859+181.8% | $12,270+103.5% |