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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 | $815,088 | $196,972+313.8% | $182,262+347.2% | $198,609+310.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 3.77% | 158.27%-154.5pp | 140.60%-136.8pp | 202.70%-198.9pp |
| Employer contribution / active EE | $1,913 | $5,364-64.3% | $5,046-62.1% | $5,055-62.2% |
| Participant deferral / active EE | $25,500 | $8,643+195.0% | $8,276+208.1% | $6,977+265.5% |
| Admin fee / account holder | $1,102 | $18,429-94.0% | $16,712-93.4% | $19,030-94.2% |