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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 | $185,883+185.5% | $170,043+212.1% | $139,466+280.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.75% | 60.54%-58.8pp | 53.40%-51.7pp | 373.66%-371.9pp |
| Employer contribution / active EE | $10,478 | $7,596+37.9% | $6,790+54.3% | $4,754+120.4% |
| Participant deferral / active EE | $8,283 | $11,626-28.7% | $10,410-20.4% | $6,712+23.4% |
| Admin fee / account holder | $13,564 | $15,393-11.9% | $12,824+5.8% | $11,409+18.9% |