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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 | $196,972+102.3% | $182,262+118.6% | $198,609+100.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 1.89% | 158.27%-156.4pp | 140.60%-138.7pp | 202.70%-200.8pp |
| Employer contribution / active EE | $22,198 | $5,364+313.9% | $5,046+339.9% | $5,055+339.1% |
| Participant deferral / active EE | $9,586 | $8,643+10.9% | $8,276+15.8% | $6,977+37.4% |
| Admin fee / account holder | $623,769 | $18,429+3284.8% | $16,712+3632.5% | $19,030+3177.8% |