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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 | $306,357 | $81,208+277.2% | $98,920+209.7% | $79,852+283.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 4.32% | 60.99%-56.7pp | 196.47%-192.1pp | 31.72%-27.4pp |
| Employer contribution / active EE | $10,432 | $1,960+432.3% | $2,689+287.9% | $2,471+322.1% |
| Participant deferral / active EE | $5,683 | $3,265+74.1% | $4,245+33.9% | $3,740+51.9% |
| Admin fee / account holder | $14,168 | $6,013+135.6% | $6,643+113.3% | $5,306+167.0% |