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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 | $966,280 | $111,535+766.3% | $105,223+818.3% | $137,256+604.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 5.68% | 237.85%-232.2pp | 180.65%-175.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $8,602 | $3,939+118.4% | $3,689+133.2% | $4,156+107.0% |
| Participant deferral / active EE | $21,667 | $5,500+293.9% | $5,072+327.2% | $6,407+238.2% |
| Admin fee / account holder | $17,203 | $9,721+77.0% | $8,859+94.2% | $12,270+40.2% |