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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 | $497,646 | $155,555+219.9% | $146,866+238.8% | $155,188+220.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.62% | 115.41%-106.8pp | 102.85%-94.2pp | 148.84%-140.2pp |
| Employer contribution / active EE | $5,127 | $4,647+10.3% | $4,425+15.9% | $4,248+20.7% |
| Participant deferral / active EE | $16,500 | $8,044+105.1% | $7,759+112.6% | $6,531+152.6% |
| Admin fee / account holder | $1,870 | $14,755-87.3% | $13,620-86.3% | $14,480-87.1% |