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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 | $396,584 | $165,399+139.8% | $149,745+164.8% | $158,982+149.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.53% | 348.34%-342.8pp | 276.72%-271.2pp | 302.99%-297.5pp |
| Employer contribution / active EE | $3,984 | $5,105-22.0% | $4,646-14.2% | $4,763-16.4% |
| Participant deferral / active EE | $8,442 | $7,183+17.5% | $6,843+23.4% | $5,983+41.1% |
| Admin fee / account holder | $3,776 | $10,811-65.1% | $9,312-59.4% | $11,252-66.4% |