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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 | $553,080 | $141,001+292.3% | $112,228+392.8% | $139,487+296.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.16% | 32.75%-28.6pp | 30.23%-26.1pp | 373.84%-369.7pp |
| Employer contribution / active EE | $20,000 | $4,285+366.8% | $3,432+482.8% | $4,755+320.6% |
| Participant deferral / active EE | $26,250 | $5,877+346.6% | $4,800+446.9% | $6,713+291.1% |
| Admin fee / account holder | $3,065 | $9,959-69.2% | $7,752-60.5% | $11,407-73.1% |