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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 | $626,405 | $209,336+199.2% | $197,124+217.8% | $137,256+356.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.06% | 48.09%-44.0pp | 44.34%-40.3pp | 220.34%-216.3pp |
| Employer contribution / active EE | $2,000 | $6,591-69.7% | $6,227-67.9% | $4,156-51.9% |
| Participant deferral / active EE | $4,472 | $9,614-53.5% | $9,135-51.0% | $6,407-30.2% |
| Admin fee / account holder | $10,882 | $17,308-37.1% | $16,298-33.2% | $12,270-11.3% |