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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 | $440,766 | $123,793+256.0% | $177,848+147.8% | $79,856+452.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -0.55% | 22.82%-23.4pp | 48.33%-48.9pp | 31.71%-32.3pp |
| Employer contribution / active EE | $19,581 | $4,095+378.1% | $5,919+230.8% | $2,471+692.3% |
| Participant deferral / active EE | $24,248 | $5,956+307.1% | $7,714+214.4% | $3,741+548.2% |
| Admin fee / account holder | $20,074 | $7,243+177.2% | $12,431+61.5% | $5,306+278.3% |