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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 | $661,645 | $165,361+300.1% | $149,715+341.9% | $158,950+316.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.06% | 348.24%-344.2pp | 276.66%-272.6pp | 302.91%-298.9pp |
| Employer contribution / active EE | $4,937 | $5,103-3.3% | $4,645+6.3% | $4,762+3.7% |
| Participant deferral / active EE | $14,942 | $7,182+108.1% | $6,842+118.4% | $5,983+149.7% |
| Admin fee / account holder | $23,351 | $10,808+116.1% | $9,310+150.8% | $11,248+107.6% |