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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 | $499,527 | $227,291+119.8% | $214,702+132.7% | $155,188+221.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 6.96% | 60.08%-53.1pp | 54.55%-47.6pp | 148.84%-141.9pp |
| Employer contribution / active EE | $5,283 | $6,772-22.0% | $6,461-18.2% | $4,248+24.4% |
| Participant deferral / active EE | $15,001 | $9,582+56.6% | $9,147+64.0% | $6,531+129.7% |
| Admin fee / account holder | $2,862 | $20,413-86.0% | $19,830-85.6% | $14,480-80.2% |