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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 | $565,702 | $155,555+263.7% | $146,866+285.2% | $155,188+264.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.62% | 115.41%-105.8pp | 102.85%-93.2pp | 148.84%-139.2pp |
| Employer contribution / active EE | $2,451 | $4,647-47.3% | $4,425-44.6% | $4,248-42.3% |
| Participant deferral / active EE | $3,213 | $8,044-60.1% | $7,759-58.6% | $6,531-50.8% |
| Admin fee / account holder | $38,231 | $14,755+159.1% | $13,620+180.7% | $14,480+164.0% |