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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 | $673,404 | $155,555+332.9% | $146,866+358.5% | $155,188+333.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.28% | 115.41%-105.1pp | 102.85%-92.6pp | 148.84%-138.6pp |
| Employer contribution / active EE | $4,000 | $4,647-13.9% | $4,425-9.6% | $4,248-5.8% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $374 | $14,755-97.5% | $13,620-97.3% | $14,480-97.4% |