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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 | $817,268 | $223,823+265.1% | $211,142+287.1% | $154,746+428.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.03% | 50.39%-41.4pp | 46.84%-37.8pp | 172.34%-163.3pp |
| Employer contribution / active EE | $8,112 | $6,787+19.5% | $6,442+25.9% | $4,379+85.2% |
| Participant deferral / active EE | $16,799 | $9,750+72.3% | $9,284+80.9% | $6,730+149.6% |
| Admin fee / account holder | $3,173 | $19,707-83.9% | $19,076-83.4% | $14,365-77.9% |