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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 | $290,117 | $129,737+123.6% | $119,126+143.5% | $154,746+87.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.64% | 379.08%-369.4pp | 282.11%-272.5pp | 172.34%-162.7pp |
| Employer contribution / active EE | $22,177 | $4,375+406.9% | $4,034+449.8% | $4,379+406.4% |
| Participant deferral / active EE | $12,296 | $5,842+110.5% | $5,318+131.2% | $6,730+82.7% |
| Admin fee / account holder | $236,768 | $11,961+1879.5% | $10,693+2114.2% | $14,365+1548.2% |