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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 | $196,972+138.4% | $182,262+157.6% | $198,609+136.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 4.78% | 158.27%-153.5pp | 140.60%-135.8pp | 202.70%-197.9pp |
| Employer contribution / active EE | $18,503 | $5,364+245.0% | $5,046+266.7% | $5,055+266.0% |
| Participant deferral / active EE | $13,870 | $8,643+60.5% | $8,276+67.6% | $6,977+98.8% |
| Admin fee / account holder | $9,040 | $18,429-50.9% | $16,712-45.9% | $19,030-52.5% |