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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 | $737,208 | $111,535+561.0% | $105,223+600.6% | $137,256+437.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.67% | 237.85%-229.2pp | 180.65%-172.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $8,629 | $3,939+119.0% | $3,689+133.9% | $4,156+107.6% |
| Participant deferral / active EE | $19,188 | $5,500+248.9% | $5,072+278.3% | $6,407+199.5% |
| Admin fee / account holder | $232,213 | $9,721+2288.7% | $8,859+2521.3% | $12,270+1792.5% |