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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 | $404,935 | $156,398+158.9% | $147,318+174.9% | $138,895+191.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.76% | 78.75%-74.0pp | 70.43%-65.7pp | 145.39%-140.6pp |
| Employer contribution / active EE | $5,710 | $4,853+17.6% | $4,593+24.3% | $4,194+36.1% |
| Participant deferral / active EE | $18,132 | $8,237+120.1% | $7,906+129.3% | $6,396+183.5% |
| Admin fee / account holder | $615,000 | $14,976+4006.7% | $13,708+4386.6% | $12,562+4795.7% |