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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 | $543,291 | $180,749+200.6% | $160,784+237.9% | $137,256+295.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 4.21% | 2234.46%-2230.3pp | 1803.92%-1799.7pp | 220.34%-216.1pp |
| Employer contribution / active EE | $7,146 | $4,155+72.0% | $3,733+91.4% | $4,156+72.0% |
| Participant deferral / active EE | $22,000 | $6,844+221.4% | $6,293+249.6% | $6,407+243.4% |
| Admin fee / account holder | $10,197 | $10,397-1.9% | $9,717+4.9% | $12,270-16.9% |