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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 | $531,127 | $165,361+221.2% | $149,715+254.8% | $158,950+234.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.96% | 348.24%-342.3pp | 276.66%-270.7pp | 302.91%-297.0pp |
| Employer contribution / active EE | $6,472 | $5,103+26.8% | $4,645+39.3% | $4,762+35.9% |
| Participant deferral / active EE | $14,288 | $7,182+99.0% | $6,842+108.8% | $5,983+138.8% |
| Admin fee / account holder | $8,875 | $10,808-17.9% | $9,310-4.7% | $11,248-21.1% |