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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 | $414,196 | $217,432+90.5% | $185,851+122.9% | $167,553+147.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.41% | 148.43%-141.0pp | 122.11%-114.7pp | 478.89%-471.5pp |
| Employer contribution / active EE | $2,535 | $5,874-56.8% | $5,168-51.0% | $4,840-47.6% |
| Participant deferral / active EE | $29,424 | $6,357+362.9% | $5,569+428.4% | $6,343+363.9% |
| Admin fee / account holder | $4,987 | $19,820-74.8% | $16,245-69.3% | $12,316-59.5% |