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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 | $542,164 | $232,540+133.1% | $185,117+192.9% | $147,586+267.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 6.37% | 43.03%-36.7pp | 40.50%-34.1pp | 578.59%-572.2pp |
| Employer contribution / active EE | $15,373 | $5,195+195.9% | $4,182+267.6% | $4,876+215.3% |
| Participant deferral / active EE | $18,000 | $5,834+208.6% | $5,045+256.8% | $5,439+231.0% |
| Admin fee / account holder | $15,722 | $10,275+53.0% | $8,159+92.7% | $10,886+44.4% |