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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 | $486,601 | $183,539+165.1% | $155,556+212.8% | $145,897+233.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.96% | 61.31%-59.3pp | 64.84%-62.9pp | 552.29%-550.3pp |
| Employer contribution / active EE | $5,000 | $5,315-5.9% | $4,675+6.9% | $4,663+7.2% |
| Participant deferral / active EE | $3,750 | $6,467-42.0% | $5,631-33.4% | $6,689-43.9% |
| Admin fee / account holder | $26,370 | $19,275+36.8% | $15,885+66.0% | $13,390+96.9% |