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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 | $637,247 | $197,603+222.5% | $177,827+258.4% | $158,950+300.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.16% | 58.76%-53.6pp | 48.32%-43.2pp | 302.91%-297.7pp |
| Employer contribution / active EE | $6,303 | $6,698-5.9% | $5,918+6.5% | $4,762+32.4% |
| Participant deferral / active EE | $13,867 | $8,404+65.0% | $7,713+79.8% | $5,983+131.8% |
| Admin fee / account holder | $282,267 | $15,402+1732.7% | $12,429+2171.1% | $11,248+2409.4% |