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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 | $595,101 | $172,111+245.8% | $150,298+295.9% | $137,256+333.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.28% | 69.37%-62.1pp | 62.79%-55.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $2,054 | $4,636-55.7% | $4,154-50.5% | $4,156-50.6% |
| Participant deferral / active EE | $10,014 | $6,166+62.4% | $5,453+83.7% | $6,407+56.3% |
| Admin fee / account holder | $6,029 | $16,471-63.4% | $14,116-57.3% | $12,270-50.9% |