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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 | $491,227 | $157,276+212.3% | $141,177+248.0% | $152,885+221.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.24% | 64.33%-58.1pp | 71.40%-65.2pp | 345.39%-339.2pp |
| Employer contribution / active EE | $3,838 | $5,262-27.1% | $4,736-18.9% | $4,763-19.4% |
| Participant deferral / active EE | $13,595 | $7,110+91.2% | $6,710+102.6% | $5,851+132.4% |
| Admin fee / account holder | $474 | $12,123-96.1% | $10,263-95.4% | $11,598-95.9% |