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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 | $391,677 | $165,399+136.8% | $149,745+161.6% | $158,982+146.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.63% | 348.34%-343.7pp | 276.72%-272.1pp | 302.99%-298.4pp |
| Employer contribution / active EE | $17,063 | $5,105+234.3% | $4,646+267.3% | $4,763+258.2% |
| Participant deferral / active EE | $12,500 | $7,183+74.0% | $6,843+82.7% | $5,983+108.9% |
| Admin fee / account holder | $7,483 | $10,811-30.8% | $9,312-19.6% | $11,252-33.5% |