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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 | $607,097 | $183,592+230.7% | $155,567+290.2% | $145,959+315.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.36% | 61.24%-52.9pp | 64.74%-56.4pp | 561.95%-553.6pp |
| Employer contribution / active EE | $1,972 | $5,315-62.9% | $4,674-57.8% | $4,661-57.7% |
| Participant deferral / active EE | $13,145 | $6,464+103.3% | $5,628+133.6% | $6,689+96.5% |
| Admin fee / account holder | $8,584 | $19,318-55.6% | $15,916-46.1% | $13,398-35.9% |