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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 | $440,540 | $174,379+152.6% | $152,093+189.7% | $138,895+217.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.33% | 74.86%-66.5pp | 66.36%-58.0pp | 145.39%-137.1pp |
| Employer contribution / active EE | $3,018 | $4,652-35.1% | $4,175-27.7% | $4,194-28.0% |
| Participant deferral / active EE | $9,192 | $6,159+49.2% | $5,451+68.6% | $6,396+43.7% |
| Admin fee / account holder | $44,058 | $16,880+161.0% | $14,497+203.9% | $12,562+250.7% |