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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 | $577,779 | $70,366+721.1% | $66,674+766.6% | $138,895+316.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 3.72% | 386.41%-382.7pp | 321.24%-317.5pp | 145.39%-141.7pp |
| Employer contribution / active EE | $4,142 | $2,765+49.8% | $2,620+58.1% | $4,194-1.2% |
| Participant deferral / active EE | $10,142 | $4,374+131.9% | $4,084+148.3% | $6,396+58.6% |
| Admin fee / account holder | $7,032 | $5,262+33.6% | $5,098+37.9% | $12,562-44.0% |