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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 | $487,864 | $178,174+173.8% | $156,181+212.4% | $137,256+255.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.21% | 84.19%-75.0pp | 64.87%-55.7pp | 220.34%-211.1pp |
| Employer contribution / active EE | $8,333 | $4,972+67.6% | $4,294+94.1% | $4,156+100.5% |
| Participant deferral / active EE | $14,453 | $6,888+109.8% | $6,132+135.7% | $6,407+125.6% |
| Admin fee / account holder | $379,212 | $17,404+2078.9% | $14,586+2499.8% | $12,270+2990.5% |