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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 | $683,760 | $154,228+343.3% | $145,433+370.2% | $137,256+398.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.20% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $7,059 | $4,804+46.9% | $4,554+55.0% | $4,156+69.8% |
| Participant deferral / active EE | $9,065 | $8,216+10.3% | $7,897+14.8% | $6,407+41.5% |
| Admin fee / account holder | $16,837 | $14,344+17.4% | $13,129+28.2% | $12,270+37.2% |