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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 | $552,099 | $165,399+233.8% | $149,745+268.7% | $158,982+247.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.55% | 348.34%-344.8pp | 276.72%-273.2pp | 302.99%-299.4pp |
| Employer contribution / active EE | $2,974 | $5,105-41.7% | $4,646-36.0% | $4,763-37.6% |
| Participant deferral / active EE | $17,454 | $7,183+143.0% | $6,843+155.1% | $5,983+191.7% |
| Admin fee / account holder | $693 | $10,811-93.6% | $9,312-92.6% | $11,252-93.8% |