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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 | $529,525 | $172,111+207.7% | $150,298+252.3% | $137,256+285.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.10% | 69.37%-61.3pp | 62.79%-54.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $5,851 | $4,636+26.2% | $4,154+40.8% | $4,156+40.8% |
| Participant deferral / active EE | $34,125 | $6,166+453.5% | $5,453+525.8% | $6,407+432.6% |
| Admin fee / account holder | $2,985 | $16,471-81.9% | $14,116-78.9% | $12,270-75.7% |