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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 | $441,382 | $157,296+180.6% | $141,191+212.6% | $152,897+188.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.13% | 64.34%-50.2pp | 71.41%-57.3pp | 345.43%-331.3pp |
| Employer contribution / active EE | $4,000 | $5,262-24.0% | $4,736-15.5% | $4,764-16.0% |
| Participant deferral / active EE | $22,667 | $7,111+218.8% | $6,710+237.8% | $5,851+287.4% |
| Admin fee / account holder | $12,863 | $12,125+6.1% | $10,264+25.3% | $11,599+10.9% |