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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 | $992,682 | $111,535+790.0% | $105,223+843.4% | $137,256+623.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.79% | 237.85%-228.1pp | 180.65%-170.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $7,110 | $3,939+80.5% | $3,689+92.8% | $4,156+71.1% |
| Participant deferral / active EE | $27,250 | $5,500+395.5% | $5,072+437.3% | $6,407+325.3% |
| Admin fee / account holder | $7,262 | $9,721-25.3% | $8,859-18.0% | $12,270-40.8% |