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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 | $698,702 | $202,440+245.1% | $169,390+312.5% | $139,466+401.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 4.10% | 532.36%-528.3pp | 406.07%-402.0pp | 373.66%-369.6pp |
| Employer contribution / active EE | $4,690 | $4,693-0.1% | $4,013+16.9% | $4,754-1.3% |
| Participant deferral / active EE | $30,000 | $6,940+332.3% | $6,222+382.1% | $6,712+347.0% |
| Admin fee / account holder | $12,439 | $10,722+16.0% | $9,015+38.0% | $11,409+9.0% |