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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 | $597,769 | $154,228+287.6% | $145,433+311.0% | $137,256+335.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.39% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $5,584 | $4,804+16.2% | $4,554+22.6% | $4,156+34.4% |
| Participant deferral / active EE | $10,256 | $8,216+24.8% | $7,897+29.9% | $6,407+60.1% |
| Admin fee / account holder | $15,479 | $14,344+7.9% | $13,129+17.9% | $12,270+26.2% |