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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 | $491,861 | $156,970+213.3% | $121,210+305.8% | $139,487+252.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.46% | 1477.10%-1469.6pp | 987.41%-980.0pp | 373.84%-366.4pp |
| Employer contribution / active EE | $30,938 | $5,546+457.8% | $4,171+641.8% | $4,755+550.7% |
| Participant deferral / active EE | $15,000 | $4,849+209.3% | $4,084+267.3% | $6,713+123.5% |
| Admin fee / account holder | $1,061 | $6,947-84.7% | $5,647-81.2% | $11,407-90.7% |