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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 | $374,121 | $156,398+139.2% | $147,318+154.0% | $138,895+169.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.99% | 78.75%-73.8pp | 70.43%-65.4pp | 145.39%-140.4pp |
| Employer contribution / active EE | $3,146 | $4,853-35.2% | $4,593-31.5% | $4,194-25.0% |
| Participant deferral / active EE | $21,385 | $8,237+159.6% | $7,906+170.5% | $6,396+234.3% |
| Admin fee / account holder | $243,878 | $14,976+1528.5% | $13,708+1679.1% | $12,562+1841.4% |