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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 | $387,061 | $175,257+120.9% | $149,717+158.5% | $139,456+177.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.82% | 166.70%-159.9pp | 134.41%-127.6pp | 373.45%-366.6pp |
| Employer contribution / active EE | $4,613 | $5,477-15.8% | $4,820-4.3% | $4,753-2.9% |
| Participant deferral / active EE | $30,000 | $6,521+360.1% | $5,682+428.0% | $6,711+347.0% |
| Admin fee / account holder | $29,357 | $16,156+81.7% | $13,213+122.2% | $11,407+157.4% |