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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 | $485,360 | $175,231+177.0% | $149,696+224.2% | $139,466+248.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.55% | 166.77%-161.2pp | 134.46%-128.9pp | 373.66%-368.1pp |
| Employer contribution / active EE | $4,181 | $5,478-23.7% | $4,821-13.3% | $4,754-12.0% |
| Participant deferral / active EE | $11,400 | $6,521+74.8% | $5,682+100.6% | $6,712+69.8% |
| Admin fee / account holder | $5,189 | $16,155-67.9% | $13,212-60.7% | $11,409-54.5% |