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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 | $469,083 | $157,304+198.2% | $141,197+232.2% | $152,909+206.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.02% | 64.34%-62.3pp | 71.41%-69.4pp | 345.46%-343.4pp |
| Employer contribution / active EE | $6,000 | $5,263+14.0% | $4,736+26.7% | $4,764+25.9% |
| Participant deferral / active EE | $16,160 | $7,111+127.3% | $6,710+140.8% | $5,851+176.2% |
| Admin fee / account holder | $193,744 | $12,126+1497.8% | $10,265+1787.5% | $11,601+1570.1% |