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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 | $184,014+135.9% | $161,149+169.3% | $138,895+212.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 5.32% | 21.52%-16.2pp | 21.16%-15.8pp | 145.39%-140.1pp |
| Employer contribution / active EE | $19,748 | $5,055+290.6% | $4,360+352.9% | $4,194+370.8% |
| Participant deferral / active EE | $12,695 | $6,909+83.7% | $6,153+106.3% | $6,396+98.5% |
| Admin fee / account holder | $12,800 | $18,027-29.0% | $15,194-15.8% | $12,562+1.9% |