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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 | $668,634 | $154,228+333.5% | $145,433+359.8% | $137,256+387.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.08% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $4,048 | $4,804-15.7% | $4,554-11.1% | $4,156-2.6% |
| Participant deferral / active EE | $11,515 | $8,216+40.1% | $7,897+45.8% | $6,407+79.7% |
| Admin fee / account holder | $102,477 | $14,344+614.4% | $13,129+680.5% | $12,270+735.2% |