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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 | $613,411 | $155,555+294.3% | $146,866+317.7% | $155,188+295.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.00% | 115.41%-105.4pp | 102.85%-92.9pp | 148.84%-138.8pp |
| Employer contribution / active EE | $796 | $4,647-82.9% | $4,425-82.0% | $4,248-81.3% |
| Participant deferral / active EE | $4,682 | $8,044-41.8% | $7,759-39.7% | $6,531-28.3% |
| Admin fee / account holder | $1,550 | $14,755-89.5% | $13,620-88.6% | $14,480-89.3% |