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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 | $471,890 | $275,752+71.1% | $256,809+83.8% | $198,609+137.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | -0.39% | 34.81%-35.2pp | 32.73%-33.1pp | 202.70%-203.1pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $17,567 | $10,037+75.0% | $9,520+84.5% | $6,977+151.8% |
| Admin fee / account holder | $1,800 | $25,716-93.0% | $25,146-92.8% | $19,030-90.5% |