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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 | $483,734 | $148,582+225.6% | $135,942+255.8% | $139,456+246.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.01% | 79.26%-68.2pp | 68.28%-57.3pp | 373.45%-362.4pp |
| Employer contribution / active EE | $2,577 | $5,245-50.9% | $4,858-46.9% | $4,753-45.8% |
| Participant deferral / active EE | $18,418 | $8,101+127.3% | $7,759+137.4% | $6,711+174.4% |
| Admin fee / account holder | $29,191 | $12,402+135.4% | $10,764+171.2% | $11,407+155.9% |