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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 | $619,744 | $160,028+287.3% | $147,080+321.4% | $145,884+324.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.02% | 98.60%-91.6pp | 420.17%-413.1pp | 551.85%-544.8pp |
| Employer contribution / active EE | $10,871 | $5,286+105.7% | $4,933+120.4% | $4,662+133.2% |
| Participant deferral / active EE | $9,714 | $8,422+15.3% | $8,066+20.4% | $6,690+45.2% |
| Admin fee / account holder | $4,268 | $15,030-71.6% | $12,989-67.1% | $13,392-68.1% |