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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 | $469,485 | $154,228+204.4% | $145,433+222.8% | $137,256+242.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.78% | 74.59%-69.8pp | 66.58%-61.8pp | 220.34%-215.6pp |
| Employer contribution / active EE | $18,503 | $4,804+285.2% | $4,554+306.3% | $4,156+345.2% |
| Participant deferral / active EE | $13,870 | $8,216+68.8% | $7,897+75.6% | $6,407+116.5% |
| Admin fee / account holder | $9,040 | $14,344-37.0% | $13,129-31.1% | $12,270-26.3% |