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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 | $262,240 | $106,008+147.4% | $92,240+184.3% | $147,586+77.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.87% | 50.05%-44.2pp | 176.29%-170.4pp | 578.59%-572.7pp |
| Employer contribution / active EE | $11,723 | $4,333+170.5% | $3,680+218.6% | $4,876+140.4% |
| Participant deferral / active EE | $11,567 | $4,478+158.3% | $3,897+196.8% | $5,439+112.7% |
| Admin fee / account holder | $76,449 | $6,333+1107.1% | $5,194+1371.8% | $10,886+602.3% |