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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 | $398,495 | $162,136+145.8% | $152,301+161.6% | $154,746+157.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 1.89% | 91.02%-89.1pp | 80.50%-78.6pp | 172.34%-170.4pp |
| Employer contribution / active EE | $22,198 | $4,890+353.9% | $4,624+380.0% | $4,379+406.9% |
| Participant deferral / active EE | $9,586 | $8,341+14.9% | $8,004+19.8% | $6,730+42.4% |
| Admin fee / account holder | $623,769 | $15,759+3858.1% | $14,398+4232.4% | $14,365+4242.2% |