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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 | $491,505 | $155,555+216.0% | $146,866+234.7% | $155,188+216.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.90% | 115.41%-107.5pp | 102.85%-95.0pp | 148.84%-140.9pp |
| Employer contribution / active EE | $4,441 | $4,647-4.4% | $4,425+0.4% | $4,248+4.5% |
| Participant deferral / active EE | $19,129 | $8,044+137.8% | $7,759+146.5% | $6,531+192.9% |
| Admin fee / account holder | $9,632 | $14,755-34.7% | $13,620-29.3% | $14,480-33.5% |