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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 | $522,268 | $175,259+198.0% | $149,723+248.8% | $139,487+274.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.27% | 166.82%-163.6pp | 134.50%-131.2pp | 373.84%-370.6pp |
| Employer contribution / active EE | $14,660 | $5,478+167.6% | $4,821+204.1% | $4,755+208.3% |
| Participant deferral / active EE | $8,016 | $6,522+22.9% | $5,682+41.1% | $6,713+19.4% |
| Admin fee / account holder | $12,920 | $16,158-20.0% | $13,215-2.2% | $11,407+13.3% |