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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 | $448,769 | $232,540+93.0% | $185,117+142.4% | $147,586+204.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 5.90% | 43.03%-37.1pp | 40.50%-34.6pp | 578.59%-572.7pp |
| Employer contribution / active EE | $15,488 | $5,195+198.1% | $4,182+270.4% | $4,876+217.6% |
| Participant deferral / active EE | $9,477 | $5,834+62.4% | $5,045+87.8% | $5,439+74.2% |
| Admin fee / account holder | $1,186 | $10,275-88.5% | $8,159-85.5% | $10,886-89.1% |