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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 | $561,572 | $150,197+273.9% | $120,368+366.5% | $145,959+284.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.85% | 154.26%-150.4pp | 107.26%-103.4pp | 561.95%-558.1pp |
| Employer contribution / active EE | $8,400 | $4,350+93.1% | $3,465+142.5% | $4,661+80.2% |
| Participant deferral / active EE | $27,000 | $6,174+337.3% | $4,991+440.9% | $6,689+303.7% |
| Admin fee / account holder | $3,216 | $12,216-73.7% | $9,429-65.9% | $13,398-76.0% |