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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 | $468,809 | $110,410+324.6% | $102,437+357.7% | $145,897+221.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.52% | 24.85%-18.3pp | 24.95%-18.4pp | 552.29%-545.8pp |
| Employer contribution / active EE | $3,634 | $4,217-13.8% | $3,871-6.1% | $4,663-22.1% |
| Participant deferral / active EE | $8,421 | $5,622+49.8% | $5,060+66.4% | $6,689+25.9% |
| Admin fee / account holder | $19,394 | $9,745+99.0% | $8,388+131.2% | $13,390+44.8% |