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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 | $443,470 | $126,661+250.1% | $113,397+291.1% | $138,895+219.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 9.80% | 25.05%-15.2pp | 23.20%-13.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $19,500 | $3,456+464.2% | $2,977+555.0% | $4,194+364.9% |
| Participant deferral / active EE | $19,500 | $5,693+242.5% | $5,076+284.1% | $6,396+204.9% |
| Admin fee / account holder | $3,031 | $14,549-79.2% | $11,957-74.7% | $12,562-75.9% |