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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 | $150,412+273.4% | $120,574+365.7% | $145,884+284.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.85% | 154.50%-150.7pp | 107.42%-103.6pp | 551.85%-548.0pp |
| Employer contribution / active EE | $8,400 | $4,355+92.9% | $3,471+142.0% | $4,662+80.2% |
| Participant deferral / active EE | $27,000 | $6,175+337.2% | $4,996+440.4% | $6,690+303.6% |
| Admin fee / account holder | $3,216 | $12,224-73.7% | $9,445-65.9% | $13,392-76.0% |