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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 | $427,169 | $114,119+274.3% | $107,187+298.5% | $138,895+207.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 6.42% | 273.21%-266.8pp | 204.55%-198.1pp | 145.39%-139.0pp |
| Employer contribution / active EE | $3,750 | $4,059-7.6% | $3,782-0.9% | $4,194-10.6% |
| Participant deferral / active EE | $9,519 | $5,538+71.9% | $5,096+86.8% | $6,396+48.8% |
| Admin fee / account holder | $4,041 | $10,024-59.7% | $9,162-55.9% | $12,562-67.8% |