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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 | $581,749 | $181,896+219.8% | $156,551+271.6% | $273,972+112.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -5.32% | 30.74%-36.1pp | 32.23%-37.5pp | 41.46%-46.8pp |
| Employer contribution / active EE | $25,957 | $6,248+315.4% | $5,501+371.8% | $4,869+433.1% |
| Participant deferral / active EE | $13,630 | $5,550+145.6% | $4,871+179.8% | $5,287+157.8% |
| Admin fee / account holder | $5,636 | $15,560-63.8% | $13,028-56.7% | $10,133-44.4% |