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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 | $535,610 | $201,259+166.1% | $184,200+190.8% | $145,959+267.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.31% | 28.98%-20.7pp | 28.80%-20.5pp | 561.95%-553.6pp |
| Employer contribution / active EE | $8,615 | $7,018+22.8% | $6,424+34.1% | $4,661+84.8% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,128 | $16,372-93.1% | $13,907-91.9% | $13,398-91.6% |