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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 | $434,049 | $199,109+118.0% | $173,730+149.8% | $154,746+180.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 5.32% | 20.02%-14.7pp | 19.96%-14.6pp | 172.34%-167.0pp |
| Employer contribution / active EE | $19,748 | $5,311+271.8% | $4,577+331.4% | $4,379+351.0% |
| Participant deferral / active EE | $12,695 | $7,113+78.5% | $6,326+100.7% | $6,730+88.6% |
| Admin fee / account holder | $12,800 | $20,916-38.8% | $17,523-27.0% | $14,365-10.9% |