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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 | $444,323 | $209,422+112.2% | $178,503+148.9% | $158,982+179.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.11% | 188.81%-186.7pp | 151.12%-149.0pp | 302.99%-300.9pp |
| Employer contribution / active EE | $1,493 | $5,707-73.8% | $5,011-70.2% | $4,763-68.7% |
| Participant deferral / active EE | $6,944 | $5,955+16.6% | $5,202+33.5% | $5,983+16.1% |
| Admin fee / account holder | $7,908 | $17,079-53.7% | $13,987-43.5% | $11,252-29.7% |