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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 | $439,637 | $217,432+102.2% | $185,849+136.6% | $167,536+162.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.42% | 148.42%-144.0pp | 122.10%-117.7pp | 478.82%-474.4pp |
| Employer contribution / active EE | $10,608 | $5,875+80.6% | $5,169+105.2% | $4,839+119.2% |
| Participant deferral / active EE | $4,988 | $6,357-21.5% | $5,569-10.4% | $6,342-21.4% |
| Admin fee / account holder | $40,870 | $19,818+106.2% | $16,244+151.6% | $12,315+231.9% |