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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 | $953,564 | $196,972+384.1% | $182,262+423.2% | $198,609+380.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 3.00% | 158.27%-155.3pp | 140.60%-137.6pp | 202.70%-199.7pp |
| Employer contribution / active EE | $19,050 | $5,364+255.2% | $5,046+277.5% | $5,055+276.8% |
| Participant deferral / active EE | $15,500 | $8,643+79.3% | $8,276+87.3% | $6,977+122.2% |
| Admin fee / account holder | $20,850 | $18,429+13.1% | $16,712+24.8% | $19,030+9.6% |