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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 | $576,847 | $172,111+235.2% | $150,298+283.8% | $137,256+320.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.97% | 69.37%-65.4pp | 62.79%-58.8pp | 220.34%-216.4pp |
| Employer contribution / active EE | $2,881 | $4,636-37.9% | $4,154-30.6% | $4,156-30.7% |
| Participant deferral / active EE | $10,333 | $6,166+67.6% | $5,453+89.5% | $6,407+61.3% |
| Admin fee / account holder | $19,947 | $16,471+21.1% | $14,116+41.3% | $12,270+62.6% |