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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 | $473,088 | $165,361+186.1% | $149,715+216.0% | $158,950+197.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.22% | 348.24%-341.0pp | 276.66%-269.4pp | 302.91%-295.7pp |
| Employer contribution / active EE | $2,400 | $5,103-53.0% | $4,645-48.3% | $4,762-49.6% |
| Participant deferral / active EE | $17,875 | $7,182+148.9% | $6,842+161.3% | $5,983+198.8% |
| Admin fee / account holder | $9,087 | $10,808-15.9% | $9,310-2.4% | $11,248-19.2% |