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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 | $275,752+127.2% | $256,809+143.9% | $198,609+215.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 4.06% | 34.81%-30.8pp | 32.73%-28.7pp | 202.70%-198.6pp |
| Employer contribution / active EE | $2,000 | $7,721-74.1% | $7,263-72.5% | $5,055-60.4% |
| Participant deferral / active EE | $4,472 | $10,037-55.4% | $9,520-53.0% | $6,977-35.9% |
| Admin fee / account holder | $10,882 | $25,716-57.7% | $25,146-56.7% | $19,030-42.8% |