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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 | $498,704 | $209,425+138.1% | $178,499+179.4% | $158,966+213.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.01% | 188.80%-183.8pp | 151.10%-146.1pp | 302.95%-297.9pp |
| Employer contribution / active EE | $2,796 | $5,707-51.0% | $5,011-44.2% | $4,762-41.3% |
| Participant deferral / active EE | $11,083 | $5,955+86.1% | $5,202+113.1% | $5,983+85.2% |
| Admin fee / account holder | $7,519 | $17,078-56.0% | $13,986-46.2% | $11,250-33.2% |