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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 | $419,182 | $201,344+108.2% | $184,243+127.5% | $145,877+187.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.74% | 29.01%-24.3pp | 28.82%-24.1pp | 551.28%-546.5pp |
| Employer contribution / active EE | $1,870 | $7,022-73.4% | $6,427-70.9% | $4,663-59.9% |
| Participant deferral / active EE | $3,740 | $9,807-61.9% | $9,132-59.0% | $6,691-44.1% |
| Admin fee / account holder | $32,436 | $16,382+98.0% | $13,914+133.1% | $13,402+142.0% |