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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 | $462,214 | $155,555+197.1% | $146,866+214.7% | $155,188+197.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.58% | 115.41%-109.8pp | 102.85%-97.3pp | 148.84%-143.3pp |
| Employer contribution / active EE | $12,421 | $4,647+167.3% | $4,425+180.7% | $4,248+192.4% |
| Participant deferral / active EE | $20,667 | $8,044+156.9% | $7,759+166.3% | $6,531+216.4% |
| Admin fee / account holder | $1,061 | $14,755-92.8% | $13,620-92.2% | $14,480-92.7% |