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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 | $322,120 | $72,071+346.9% | $68,368+371.2% | $137,256+134.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.78% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $15,675 | $2,788+462.2% | $2,649+491.7% | $4,156+277.2% |
| Participant deferral / active EE | $2,305 | $4,410-47.7% | $4,123-44.1% | $6,407-64.0% |
| Admin fee / account holder | $57,831 | $5,336+983.9% | $5,150+1023.0% | $12,270+371.3% |