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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 | $431,304 | $165,399+160.8% | $149,745+188.0% | $158,982+171.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.83% | 348.34%-343.5pp | 276.72%-271.9pp | 302.99%-298.2pp |
| Employer contribution / active EE | $35,226 | $5,105+590.1% | $4,646+658.3% | $4,763+639.6% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $3,432 | $10,811-68.3% | $9,312-63.1% | $11,252-69.5% |