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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 | $590,913 | $114,119+417.8% | $107,187+451.3% | $138,895+325.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 4.52% | 273.21%-268.7pp | 204.55%-200.0pp | 145.39%-140.9pp |
| Employer contribution / active EE | $3,350 | $4,059-17.5% | $3,782-11.4% | $4,194-20.1% |
| Participant deferral / active EE | $15,500 | $5,538+179.9% | $5,096+204.2% | $6,396+142.3% |
| Admin fee / account holder | $8,098 | $10,024-19.2% | $9,162-11.6% | $12,562-35.5% |