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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 | $491,063 | $227,291+116.1% | $214,702+128.7% | $155,188+216.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 1.49% | 60.08%-58.6pp | 54.55%-53.1pp | 148.84%-147.3pp |
| Employer contribution / active EE | $6,000 | $6,772-11.4% | $6,461-7.1% | $4,248+41.3% |
| Participant deferral / active EE | $5,517 | $9,582-42.4% | $9,147-39.7% | $6,531-15.5% |
| Admin fee / account holder | $59,045 | $20,413+189.3% | $19,830+197.8% | $14,480+307.8% |