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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 | $954,389 | $154,228+518.8% | $145,433+556.2% | $137,256+595.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.70% | 74.59%-69.9pp | 66.58%-61.9pp | 220.34%-215.6pp |
| Employer contribution / active EE | $4,172 | $4,804-13.2% | $4,554-8.4% | $4,156+0.4% |
| Participant deferral / active EE | $3,736 | $8,216-54.5% | $7,897-52.7% | $6,407-41.7% |
| Admin fee / account holder | $72,967 | $14,344+408.7% | $13,129+455.8% | $12,270+494.7% |