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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 | $676,607 | $157,296+330.1% | $141,191+379.2% | $152,897+342.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.88% | 64.34%-53.5pp | 71.41%-60.5pp | 345.43%-334.6pp |
| Employer contribution / active EE | $4,417 | $5,262-16.1% | $4,736-6.7% | $4,764-7.3% |
| Participant deferral / active EE | $11,020 | $7,111+55.0% | $6,710+64.2% | $5,851+88.3% |
| Admin fee / account holder | $16,799 | $12,125+38.6% | $10,264+63.7% | $11,599+44.8% |