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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 | $485,029 | $217,432+123.1% | $185,849+161.0% | $167,536+189.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.26% | 148.42%-141.2pp | 122.10%-114.8pp | 478.82%-471.6pp |
| Employer contribution / active EE | $4,055 | $5,875-31.0% | $5,169-21.5% | $4,839-16.2% |
| Participant deferral / active EE | $8,496 | $6,357+33.6% | $5,569+52.6% | $6,342+34.0% |
| Admin fee / account holder | $19,728 | $19,818-0.5% | $16,244+21.5% | $12,315+60.2% |