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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 | $629,891 | $156,398+302.7% | $147,318+327.6% | $138,895+353.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.76% | 78.75%-69.0pp | 70.43%-60.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $32,948 | $4,853+578.9% | $4,593+617.4% | $4,194+685.6% |
| Participant deferral / active EE | $20,667 | $8,237+150.9% | $7,906+161.4% | $6,396+223.1% |
| Admin fee / account holder | $3,632 | $14,976-75.8% | $13,708-73.5% | $12,562-71.1% |