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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 | $573,894 | $228,352+151.3% | $185,827+208.8% | $158,950+261.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.98% | 40.81%-38.8pp | 35.96%-34.0pp | 302.91%-300.9pp |
| Employer contribution / active EE | $16,399 | $4,967+230.2% | $4,087+301.2% | $4,762+244.4% |
| Participant deferral / active EE | $10,460 | $6,416+63.0% | $5,633+85.7% | $5,983+74.8% |
| Admin fee / account holder | $2,666 | $11,867-77.5% | $9,502-71.9% | $11,248-76.3% |