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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 | $499,768 | $97,078+414.8% | $103,065+384.9% | $145,897+242.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 8.59% | 25.49%-16.9pp | 23.95%-15.4pp | 552.29%-543.7pp |
| Employer contribution / active EE | $2,810 | $4,680-40.0% | $4,675-39.9% | $4,663-39.7% |
| Participant deferral / active EE | $20,333 | $6,601+208.0% | $6,625+206.9% | $6,689+204.0% |
| Admin fee / account holder | $7,918 | $12,505-36.7% | $9,349-15.3% | $13,390-40.9% |