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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 | $421,895 | $176,105+139.6% | $159,474+164.6% | $167,536+151.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.36% | 331.91%-323.5pp | 263.68%-255.3pp | 478.82%-470.5pp |
| Employer contribution / active EE | $5,174 | $5,299-2.4% | $4,831+7.1% | $4,839+6.9% |
| Participant deferral / active EE | $5,460 | $7,751-29.6% | $7,353-25.7% | $6,342-13.9% |
| Admin fee / account holder | $5,784 | $12,559-53.9% | $10,802-46.5% | $12,315-53.0% |