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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 | $489,925 | $154,228+217.7% | $145,433+236.9% | $137,256+256.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.78% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,956 | $4,804-59.3% | $4,554-57.1% | $4,156-52.9% |
| Participant deferral / active EE | $17,200 | $8,216+109.3% | $7,897+117.8% | $6,407+168.5% |
| Admin fee / account holder | $187,600 | $14,344+1207.9% | $13,129+1328.9% | $12,270+1428.9% |