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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 | $478,084 | $217,427+119.9% | $185,837+157.3% | $167,518+185.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.54% | 148.39%-142.9pp | 122.08%-116.5pp | 478.71%-473.2pp |
| Employer contribution / active EE | $9,450 | $5,874+60.9% | $5,168+82.9% | $4,838+95.3% |
| Participant deferral / active EE | $19,500 | $6,357+206.7% | $5,568+250.2% | $6,342+207.5% |
| Admin fee / account holder | $4,375 | $19,816-77.9% | $16,241-73.1% | $12,312-64.5% |