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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 | $409,177 | $228,395+79.2% | $185,861+120.2% | $158,982+157.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 2.95% | 40.82%-37.9pp | 35.96%-33.0pp | 302.99%-300.0pp |
| Employer contribution / active EE | $5,000 | $4,968+0.7% | $4,088+22.3% | $4,763+5.0% |
| Participant deferral / active EE | $9,000 | $6,417+40.2% | $5,634+59.7% | $5,983+50.4% |
| Admin fee / account holder | $22,850 | $11,869+92.5% | $9,503+140.4% | $11,252+103.1% |