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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 | $533,689 | $198,457+168.9% | $170,435+213.1% | $147,586+261.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.42% | 257.30%-250.9pp | 205.94%-199.5pp | 578.59%-572.2pp |
| Employer contribution / active EE | $8,042 | $6,183+30.1% | $5,432+48.0% | $4,876+64.9% |
| Participant deferral / active EE | $3,954 | $5,629-29.8% | $4,939-19.9% | $5,439-27.3% |
| Admin fee / account holder | $20,758 | $16,852+23.2% | $13,881+49.5% | $10,886+90.7% |