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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 | $430,371 | $160,028+168.9% | $147,080+192.6% | $145,884+195.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.94% | 98.60%-89.7pp | 420.17%-411.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $24,775 | $5,286+368.7% | $4,933+402.2% | $4,662+431.4% |
| Participant deferral / active EE | $13,384 | $8,422+58.9% | $8,066+65.9% | $6,690+100.1% |
| Admin fee / account holder | $212,218 | $15,030+1312.0% | $12,989+1533.9% | $13,392+1484.7% |