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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 | $821,918 | $148,623+453.0% | $135,974+504.5% | $139,466+489.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.30% | 79.30%-74.0pp | 68.30%-63.0pp | 373.66%-368.4pp |
| Employer contribution / active EE | $4,785 | $5,246-8.8% | $4,859-1.5% | $4,754+0.7% |
| Participant deferral / active EE | $15,000 | $8,103+85.1% | $7,760+93.3% | $6,712+123.5% |
| Admin fee / account holder | $118,285 | $12,406+853.5% | $10,767+998.6% | $11,409+936.8% |