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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 | $457,050 | $202,342+125.9% | $172,752+164.6% | $152,897+198.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.96% | 1029.83%-1025.9pp | 802.97%-799.0pp | 345.43%-341.5pp |
| Employer contribution / active EE | $4,159 | $5,858-29.0% | $5,144-19.2% | $4,764-12.7% |
| Participant deferral / active EE | $7,770 | $5,948+30.6% | $5,198+49.5% | $5,851+32.8% |
| Admin fee / account holder | $4,237 | $17,111-75.2% | $13,955-69.6% | $11,599-63.5% |