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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 | $554,636 | $183,988+201.5% | $162,177+242.0% | $152,897+262.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.18% | 150.79%-148.6pp | 115.60%-113.4pp | 345.43%-343.2pp |
| Employer contribution / active EE | $14,062 | $6,370+120.8% | $5,613+150.5% | $4,764+195.2% |
| Participant deferral / active EE | $7,425 | $8,032-7.6% | $7,297+1.8% | $5,851+26.9% |
| Admin fee / account holder | $15,553 | $13,123+18.5% | $10,843+43.4% | $11,599+34.1% |