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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 | $452,951 | $157,304+187.9% | $141,197+220.8% | $152,909+196.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.91% | 64.34%-58.4pp | 71.41%-65.5pp | 345.46%-339.6pp |
| Employer contribution / active EE | $11,965 | $5,263+127.4% | $4,736+152.6% | $4,764+151.2% |
| Participant deferral / active EE | $7,709 | $7,111+8.4% | $6,710+14.9% | $5,851+31.7% |
| Admin fee / account holder | $13,792 | $12,126+13.7% | $10,265+34.4% | $11,601+18.9% |