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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 | $612,716 | $157,304+289.5% | $141,197+333.9% | $152,909+300.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.74% | 64.34%-52.6pp | 71.41%-59.7pp | 345.46%-333.7pp |
| Employer contribution / active EE | $31,272 | $5,263+494.2% | $4,736+560.3% | $4,764+556.4% |
| Participant deferral / active EE | $4,848 | $7,111-31.8% | $6,710-27.7% | $5,851-17.1% |
| Admin fee / account holder | $15,784 | $12,126+30.2% | $10,265+53.8% | $11,601+36.1% |