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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 | $549,876 | $148,629+270.0% | $135,982+304.4% | $139,487+294.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.84% | 79.33%-68.5pp | 68.32%-57.5pp | 373.84%-363.0pp |
| Employer contribution / active EE | $21,388 | $5,247+307.7% | $4,859+340.2% | $4,755+349.8% |
| Participant deferral / active EE | $20,000 | $8,102+146.8% | $7,760+157.7% | $6,713+197.9% |
| Admin fee / account holder | $20,831 | $12,406+67.9% | $10,767+93.5% | $11,407+82.6% |