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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 | $932,597 | $165,399+463.8% | $149,745+522.8% | $158,982+486.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.22% | 348.34%-343.1pp | 276.72%-271.5pp | 302.99%-297.8pp |
| Employer contribution / active EE | $9,799 | $5,105+92.0% | $4,646+110.9% | $4,763+105.7% |
| Participant deferral / active EE | $10,133 | $7,183+41.1% | $6,843+48.1% | $5,983+69.4% |
| Admin fee / account holder | $9,318 | $10,811-13.8% | $9,312+0.1% | $11,252-17.2% |