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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 | $947,546 | $154,228+514.4% | $145,433+551.5% | $137,256+590.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.02% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,545 | $4,804-47.0% | $4,554-44.1% | $4,156-38.8% |
| Participant deferral / active EE | $6,371 | $8,216-22.5% | $7,897-19.3% | $6,407-0.6% |
| Admin fee / account holder | $26,650 | $14,344+85.8% | $13,129+103.0% | $12,270+117.2% |