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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 | $526,298 | $165,381+218.2% | $149,730+251.5% | $158,966+231.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.65% | 348.29%-341.6pp | 276.70%-270.0pp | 302.95%-296.3pp |
| Employer contribution / active EE | $4,928 | $5,104-3.5% | $4,645+6.1% | $4,762+3.5% |
| Participant deferral / active EE | $11,663 | $7,182+62.4% | $6,843+70.4% | $5,983+94.9% |
| Admin fee / account holder | $2,343 | $10,809-78.3% | $9,310-74.8% | $11,250-79.2% |