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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 | $601,100 | $70,366+754.3% | $66,674+801.6% | $138,895+332.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.49% | 386.41%-375.9pp | 321.24%-310.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $5,225 | $2,765+89.0% | $2,620+99.4% | $4,194+24.6% |
| Participant deferral / active EE | $7,493 | $4,374+71.3% | $4,084+83.5% | $6,396+17.1% |
| Admin fee / account holder | $371 | $5,262-93.0% | $5,098-92.7% | $12,562-97.0% |