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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 | $664,271 | $165,399+301.6% | $149,745+343.6% | $158,982+317.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.46% | 348.34%-342.9pp | 276.72%-271.3pp | 302.99%-297.5pp |
| Employer contribution / active EE | $10,055 | $5,105+97.0% | $4,646+116.4% | $4,763+111.1% |
| Participant deferral / active EE | $14,281 | $7,183+98.8% | $6,843+108.7% | $5,983+138.7% |
| Admin fee / account holder | $1,141 | $10,811-89.4% | $9,312-87.7% | $11,252-89.9% |