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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 | $150,435+273.3% | $120,580+365.7% | $145,897+284.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 3.85% | 154.60%-150.8pp | 107.48%-103.6pp | 552.29%-548.4pp |
| Employer contribution / active EE | $8,400 | $4,352+93.0% | $3,469+142.1% | $4,663+80.2% |
| Participant deferral / active EE | $27,000 | $6,174+337.3% | $4,995+440.5% | $6,689+303.6% |
| Admin fee / account holder | $3,216 | $12,182-73.6% | $9,418-65.9% | $13,390-76.0% |