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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 | $589,931 | $183,592+221.3% | $155,574+279.2% | $145,877+304.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.15% | 61.37%-53.2pp | 64.87%-56.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $3,105 | $5,317-41.6% | $4,676-33.6% | $4,663-33.4% |
| Participant deferral / active EE | $15,250 | $6,466+135.8% | $5,629+170.9% | $6,691+127.9% |
| Admin fee / account holder | $4,969 | $19,316-74.3% | $15,914-68.8% | $13,402-62.9% |