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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 | $602,211 | $174,379+245.3% | $152,093+295.9% | $138,895+333.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.74% | 74.86%-64.1pp | 66.36%-55.6pp | 145.39%-134.7pp |
| Employer contribution / active EE | $12,500 | $4,652+168.7% | $4,175+199.4% | $4,194+198.0% |
| Participant deferral / active EE | $10,500 | $6,159+70.5% | $5,451+92.6% | $6,396+64.2% |
| Admin fee / account holder | $15,416 | $16,880-8.7% | $14,497+6.3% | $12,562+22.7% |