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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 | $306,848 | $180,749+69.8% | $160,784+90.8% | $137,256+123.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 7.72% | 2234.46%-2226.7pp | 1803.92%-1796.2pp | 220.34%-212.6pp |
| Employer contribution / active EE | $3,015 | $4,155-27.4% | $3,733-19.2% | $4,156-27.5% |
| Participant deferral / active EE | $5,000 | $6,844-26.9% | $6,293-20.5% | $6,407-22.0% |
| Admin fee / account holder | $130,687 | $10,397+1157.0% | $9,717+1244.9% | $12,270+965.1% |