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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 | $491,378 | $178,174+175.8% | $156,181+214.6% | $137,256+258.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.41% | 84.19%-74.8pp | 64.87%-55.5pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,564 | $6,888-62.8% | $6,132-58.2% | $6,407-60.0% |
| Admin fee / account holder | $19,994 | $17,404+14.9% | $14,586+37.1% | $12,270+62.9% |