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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 | $496,731 | $117,846+321.5% | $102,434+384.9% | $145,884+240.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.59% | 31.90%-27.3pp | 29.46%-24.9pp | 551.85%-547.3pp |
| Employer contribution / active EE | $1,918 | $3,615-46.9% | $3,023-36.6% | $4,662-58.9% |
| Participant deferral / active EE | $5,057 | $5,733-11.8% | $5,0550% | $6,690-24.4% |
| Admin fee / account holder | $57,449 | $13,356+330.1% | $9,462+507.2% | $13,392+329.0% |