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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 | $488,736 | $155,555+214.2% | $146,866+232.8% | $155,188+214.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.64% | 115.41%-107.8pp | 102.85%-95.2pp | 148.84%-141.2pp |
| Employer contribution / active EE | $4,086 | $4,647-12.1% | $4,425-7.6% | $4,248-3.8% |
| Participant deferral / active EE | $3,536 | $8,044-56.0% | $7,759-54.4% | $6,531-45.9% |
| Admin fee / account holder | $94,835 | $14,755+542.7% | $13,620+596.3% | $14,480+555.0% |