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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 | $566,953 | $70,366+705.7% | $66,674+750.3% | $138,895+308.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.06% | 386.41%-375.3pp | 321.24%-310.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $3,298 | $2,765+19.3% | $2,620+25.9% | $4,194-21.4% |
| Participant deferral / active EE | $13,662 | $4,374+212.3% | $4,084+234.5% | $6,396+113.6% |
| Admin fee / account holder | $94,459 | $5,262+1694.9% | $5,098+1752.8% | $12,562+651.9% |