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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 | $528,096 | $232,540+127.1% | $185,117+185.3% | $147,586+257.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 4.96% | 43.03%-38.1pp | 40.50%-35.5pp | 578.59%-573.6pp |
| Employer contribution / active EE | $1,349 | $5,195-74.0% | $4,182-67.8% | $4,876-72.3% |
| Participant deferral / active EE | $1,349 | $5,834-76.9% | $5,045-73.3% | $5,439-75.2% |
| Admin fee / account holder | $1,144 | $10,275-88.9% | $8,159-86.0% | $10,886-89.5% |