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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 | $212,386+131.2% | $199,883+145.7% | $138,895+253.5% |
| Participation rate | 83.3% | 87.4%-4.0pp | 86.8%-3.4pp | 79.9%+3.4pp |
| Annual return | 1.49% | 47.75%-46.3pp | 43.81%-42.3pp | 145.39%-143.9pp |
| Employer contribution / active EE | $6,000 | $6,625-9.4% | $6,261-4.2% | $4,194+43.1% |
| Participant deferral / active EE | $5,517 | $9,617-42.6% | $9,138-39.6% | $6,396-13.7% |
| Admin fee / account holder | $59,045 | $18,233+223.8% | $17,268+241.9% | $12,562+370.0% |