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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 | $986,159 | $166,131+493.6% | $164,975+497.8% | $145,877+576.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.72% | 100.37%-98.7pp | 70.12%-68.4pp | 551.28%-549.6pp |
| Employer contribution / active EE | $11,140 | $5,276+111.2% | $4,343+156.5% | $4,663+138.9% |
| Participant deferral / active EE | $30,500 | $6,962+338.1% | $6,033+405.5% | $6,691+355.9% |
| Admin fee / account holder | $39,783 | $16,648+139.0% | $12,688+213.5% | $13,402+196.8% |