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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 | $957,097 | $148,623+544.0% | $135,974+603.9% | $139,466+586.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.70% | 79.30%-67.6pp | 68.30%-56.6pp | 373.66%-362.0pp |
| Employer contribution / active EE | $10,000 | $5,246+90.6% | $4,859+105.8% | $4,754+110.4% |
| Participant deferral / active EE | $15,600 | $8,103+92.5% | $7,760+101.0% | $6,712+132.4% |
| Admin fee / account holder | $6,573 | $12,406-47.0% | $10,767-38.9% | $11,409-42.4% |