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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 | $473,350 | $227,597+108.0% | $189,575+149.7% | $167,536+182.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.05% | 78.44%-73.4pp | 64.19%-59.1pp | 478.82%-473.8pp |
| Employer contribution / active EE | $15,902 | $5,316+199.1% | $4,412+260.4% | $4,839+228.6% |
| Participant deferral / active EE | $9,775 | $7,002+39.6% | $6,174+58.3% | $6,342+54.1% |
| Admin fee / account holder | $16,896 | $11,877+42.3% | $9,806+72.3% | $12,315+37.2% |