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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 | $404,921 | $183,592+120.6% | $155,574+160.3% | $145,877+177.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.39% | 61.37%-57.0pp | 64.87%-60.5pp | 551.28%-546.9pp |
| Employer contribution / active EE | $3,503 | $5,317-34.1% | $4,676-25.1% | $4,663-24.9% |
| Participant deferral / active EE | $3,831 | $6,466-40.8% | $5,629-32.0% | $6,691-42.7% |
| Admin fee / account holder | $23,208 | $19,316+20.1% | $15,914+45.8% | $13,402+73.2% |