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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 | $626,772 | $172,111+264.2% | $150,298+317.0% | $137,256+356.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.95% | 69.37%-60.4pp | 62.79%-53.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $8,585 | $4,636+85.2% | $4,154+106.7% | $4,156+106.6% |
| Participant deferral / active EE | $7,180 | $6,166+16.4% | $5,453+31.7% | $6,407+12.1% |
| Admin fee / account holder | $23,489 | $16,471+42.6% | $14,116+66.4% | $12,270+91.4% |