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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 | $574,702 | $226,135+154.1% | $182,558+214.8% | $152,909+275.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 4.81% | 192.60%-187.8pp | 148.59%-143.8pp | 345.46%-340.7pp |
| Employer contribution / active EE | $4,793 | $4,979-3.7% | $4,076+17.6% | $4,764+0.6% |
| Participant deferral / active EE | $25,000 | $6,371+292.4% | $5,526+352.4% | $5,851+327.3% |
| Admin fee / account holder | $10,000 | $10,707-6.6% | $8,594+16.4% | $11,601-13.8% |