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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 | $530,675 | $185,856+185.5% | $170,028+212.1% | $139,456+280.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.75% | 60.52%-58.8pp | 53.39%-51.6pp | 373.45%-371.7pp |
| Employer contribution / active EE | $10,478 | $7,593+38.0% | $6,788+54.4% | $4,753+120.5% |
| Participant deferral / active EE | $8,283 | $11,623-28.7% | $10,409-20.4% | $6,711+23.4% |
| Admin fee / account holder | $13,564 | $15,387-11.8% | $12,820+5.8% | $11,407+18.9% |