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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 | $464,158 | $227,597+103.9% | $189,575+144.8% | $167,536+177.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.02% | 78.44%-71.4pp | 64.19%-57.2pp | 478.82%-471.8pp |
| Employer contribution / active EE | $10,000 | $5,316+88.1% | $4,412+126.7% | $4,839+106.7% |
| Participant deferral / active EE | $5,167 | $7,002-26.2% | $6,174-16.3% | $6,342-18.5% |
| Admin fee / account holder | $36,036 | $11,877+203.4% | $9,806+267.5% | $12,315+192.6% |