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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 | $129,737+491.1% | $119,126+543.7% | $154,746+395.5% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 8.66% | 379.08%-370.4pp | 282.11%-273.4pp | 172.34%-163.7pp |
| Employer contribution / active EE | $8,306 | $4,375+89.8% | $4,034+105.9% | $4,379+89.7% |
| Participant deferral / active EE | $19,108 | $5,842+227.1% | $5,318+259.3% | $6,730+183.9% |
| Admin fee / account holder | $59,759 | $11,961+399.6% | $10,693+458.8% | $14,365+316.0% |