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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 | $573,144 | $209,336+173.8% | $197,124+190.8% | $137,256+317.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.32% | 48.09%-44.8pp | 44.34%-41.0pp | 220.34%-217.0pp |
| Employer contribution / active EE | $10,019 | $6,591+52.0% | $6,227+60.9% | $4,156+141.1% |
| Participant deferral / active EE | $8,531 | $9,614-11.3% | $9,135-6.6% | $6,407+33.2% |
| Admin fee / account holder | $20,000 | $17,308+15.6% | $16,298+22.7% | $12,270+63.0% |