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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 | $575,798 | $114,119+404.6% | $107,187+437.2% | $138,895+314.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.56% | 273.21%-263.6pp | 204.55%-195.0pp | 145.39%-135.8pp |
| Employer contribution / active EE | $30,934 | $4,059+662.2% | $3,782+717.9% | $4,194+637.5% |
| Participant deferral / active EE | $22,458 | $5,538+305.5% | $5,096+340.7% | $6,396+251.1% |
| Admin fee / account holder | $1,468 | $10,024-85.4% | $9,162-84.0% | $12,562-88.3% |