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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 | $584,626 | $175,231+233.6% | $149,696+290.5% | $139,466+319.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.40% | 166.77%-157.4pp | 134.46%-125.1pp | 373.66%-364.3pp |
| Employer contribution / active EE | $11,000 | $5,478+100.8% | $4,821+128.2% | $4,754+131.4% |
| Participant deferral / active EE | $13,440 | $6,521+106.1% | $5,682+136.5% | $6,712+100.2% |
| Admin fee / account holder | $29,620 | $16,155+83.3% | $13,212+124.2% | $11,409+159.6% |