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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 | $470,786 | $165,381+184.7% | $149,730+214.4% | $158,966+196.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.48% | 348.29%-342.8pp | 276.70%-271.2pp | 302.95%-297.5pp |
| Employer contribution / active EE | $3,956 | $5,104-22.5% | $4,645-14.8% | $4,762-16.9% |
| Participant deferral / active EE | $9,867 | $7,182+37.4% | $6,843+44.2% | $5,983+64.9% |
| Admin fee / account holder | $8,582 | $10,809-20.6% | $9,310-7.8% | $11,250-23.7% |