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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 | $480,257 | $209,422+129.3% | $178,503+169.0% | $158,982+202.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.43% | 188.81%-186.4pp | 151.12%-148.7pp | 302.99%-300.6pp |
| Employer contribution / active EE | $7,125 | $5,707+24.9% | $5,011+42.2% | $4,763+49.6% |
| Participant deferral / active EE | $8,025 | $5,955+34.8% | $5,202+54.3% | $5,983+34.1% |
| Admin fee / account holder | $4,488 | $17,079-73.7% | $13,987-67.9% | $11,252-60.1% |