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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 | $784,755 | $155,555+404.5% | $146,866+434.3% | $155,188+405.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.20% | 115.41%-107.2pp | 102.85%-94.7pp | 148.84%-140.6pp |
| Employer contribution / active EE | $10,833 | $4,647+133.1% | $4,425+144.8% | $4,248+155.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $24,285 | $14,755+64.6% | $13,620+78.3% | $14,480+67.7% |