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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 | $350,724 | $154,228+127.4% | $145,433+141.2% | $137,256+155.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 1.05% | 74.59%-73.5pp | 66.58%-65.5pp | 220.34%-219.3pp |
| Employer contribution / active EE | $25,226 | $4,804+425.1% | $4,554+453.9% | $4,156+507.0% |
| Participant deferral / active EE | $11,750 | $8,216+43.0% | $7,897+48.8% | $6,407+83.4% |
| Admin fee / account holder | $1,025 | $14,344-92.9% | $13,129-92.2% | $12,270-91.6% |