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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 | $489,842 | $176,786+177.1% | $146,643+234.0% | $167,536+192.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.04% | 24.04%-19.0pp | 22.75%-17.7pp | 478.82%-473.8pp |
| Employer contribution / active EE | $4,425 | $5,161-14.3% | $4,137+7.0% | $4,839-8.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $21,453 | $13,262+61.8% | $10,280+108.7% | $12,315+74.2% |