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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 | $457,144 | $175,257+160.8% | $149,717+205.3% | $139,456+227.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.17% | 166.70%-156.5pp | 134.41%-124.2pp | 373.45%-363.3pp |
| Employer contribution / active EE | $1,500 | $5,477-72.6% | $4,820-68.9% | $4,753-68.4% |
| Participant deferral / active EE | $8,571 | $6,521+31.4% | $5,682+50.9% | $6,711+27.7% |
| Admin fee / account holder | $2,538 | $16,156-84.3% | $13,213-80.8% | $11,407-77.8% |