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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 | $815,088 | $162,136+402.7% | $152,301+435.2% | $154,746+426.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.77% | 91.02%-87.3pp | 80.50%-76.7pp | 172.34%-168.6pp |
| Employer contribution / active EE | $1,913 | $4,890-60.9% | $4,624-58.6% | $4,379-56.3% |
| Participant deferral / active EE | $25,500 | $8,341+205.7% | $8,004+218.6% | $6,730+278.9% |
| Admin fee / account holder | $1,102 | $15,759-93.0% | $14,398-92.3% | $14,365-92.3% |