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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 | $762,308 | $162,821+368.2% | $133,978+469.0% | $158,982+379.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.89% | 41.95%-38.1pp | 45.10%-41.2pp | 302.99%-299.1pp |
| Employer contribution / active EE | $19,315 | $4,976+288.1% | $3,919+392.9% | $4,763+305.5% |
| Participant deferral / active EE | $15,230 | $5,910+157.7% | $5,047+201.7% | $5,983+154.5% |
| Admin fee / account holder | $12,614 | $11,742+7.4% | $8,930+41.3% | $11,252+12.1% |