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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 | $423,053 | $124,425+240.0% | $112,040+277.6% | $137,256+208.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.50% | 24.72%-15.2pp | 24.52%-15.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $15,539 | $3,411+355.5% | $2,954+426.1% | $4,156+273.9% |
| Participant deferral / active EE | $15,720 | $5,718+174.9% | $5,098+208.4% | $6,407+145.4% |
| Admin fee / account holder | $2,364 | $15,207-84.5% | $12,098-80.5% | $12,270-80.7% |