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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 | $766,817 | $111,535+587.5% | $105,223+628.8% | $137,256+458.7% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 8.66% | 237.85%-229.2pp | 180.65%-172.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $8,306 | $3,939+110.8% | $3,689+125.2% | $4,156+99.8% |
| Participant deferral / active EE | $19,108 | $5,500+247.4% | $5,072+276.8% | $6,407+198.2% |
| Admin fee / account holder | $59,759 | $9,721+514.7% | $8,859+574.6% | $12,270+387.0% |