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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 | $470,482 | $201,370+133.6% | $184,256+155.3% | $145,897+222.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.81% | 29.05%-24.2pp | 28.85%-24.0pp | 552.29%-547.5pp |
| Employer contribution / active EE | $11,855 | $7,024+68.8% | $6,427+84.5% | $4,663+154.3% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,249 | $16,364-25.1% | $13,899-11.9% | $13,390-8.5% |