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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 | $427,455 | $160,028+167.1% | $147,080+190.6% | $145,884+193.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.16% | 98.60%-92.4pp | 420.17%-414.0pp | 551.85%-545.7pp |
| Employer contribution / active EE | $19,393 | $5,286+266.9% | $4,933+293.1% | $4,662+316.0% |
| Participant deferral / active EE | $23,303 | $8,422+176.7% | $8,066+188.9% | $6,690+248.3% |
| Admin fee / account holder | $12,897 | $15,030-14.2% | $12,989-0.7% | $13,392-3.7% |