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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 | $514,912 | $92,798+454.9% | $96,707+432.4% | $137,256+275.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 10.47% | 31.24%-20.8pp | 34.78%-24.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $20,705 | $4,147+399.2% | $4,191+394.0% | $4,156+398.2% |
| Participant deferral / active EE | $12,120 | $5,877+106.2% | $5,997+102.1% | $6,407+89.2% |
| Admin fee / account holder | $8,391 | $7,946+5.6% | $7,503+11.8% | $12,270-31.6% |