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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 | $751,658 | $154,228+387.4% | $145,433+416.8% | $137,256+447.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.39% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $2,099 | $4,804-56.3% | $4,554-53.9% | $4,156-49.5% |
| Participant deferral / active EE | $10,706 | $8,216+30.3% | $7,897+35.6% | $6,407+67.1% |
| Admin fee / account holder | $45,567 | $14,344+217.7% | $13,129+247.1% | $12,270+271.4% |