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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 | $129,737+343.8% | $119,126+383.4% | $154,746+272.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.56% | 379.08%-369.5pp | 282.11%-272.5pp | 172.34%-162.8pp |
| Employer contribution / active EE | $30,934 | $4,375+607.1% | $4,034+666.9% | $4,379+606.4% |
| Participant deferral / active EE | $22,458 | $5,842+284.4% | $5,318+322.3% | $6,730+233.7% |
| Admin fee / account holder | $1,468 | $11,961-87.7% | $10,693-86.3% | $14,365-89.8% |