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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 | $367,057 | $165,381+121.9% | $149,730+145.1% | $158,966+130.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.52% | 348.29%-340.8pp | 276.70%-269.2pp | 302.95%-295.4pp |
| Employer contribution / active EE | $25,649 | $5,104+402.5% | $4,645+452.2% | $4,762+438.6% |
| Participant deferral / active EE | $5,785 | $7,182-19.5% | $6,843-15.5% | $5,983-3.3% |
| Admin fee / account holder | $2,380 | $10,809-78.0% | $9,310-74.4% | $11,250-78.8% |