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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 | $301,602 | $111,878+169.6% | $93,727+221.8% | $145,897+106.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.13% | 204.28%-198.1pp | 133.83%-127.7pp | 552.29%-546.2pp |
| Employer contribution / active EE | $22,279 | $3,092+620.5% | $2,421+820.1% | $4,663+377.8% |
| Participant deferral / active EE | $14,479 | $4,920+194.3% | $4,417+227.8% | $6,689+116.5% |
| Admin fee / account holder | $38,792 | $10,256+278.2% | $8,292+367.8% | $13,390+189.7% |