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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 | $896,637 | $165,361+442.2% | $149,715+498.9% | $158,950+464.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.11% | 348.24%-343.1pp | 276.66%-271.6pp | 302.91%-297.8pp |
| Employer contribution / active EE | $4,000 | $5,103-21.6% | $4,645-13.9% | $4,762-16.0% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,842+280.0% | $5,983+334.6% |
| Admin fee / account holder | $6,667 | $10,808-38.3% | $9,310-28.4% | $11,248-40.7% |