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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 | $820,386 | $148,629+452.0% | $135,982+503.3% | $139,487+488.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.88% | 79.33%-69.5pp | 68.32%-58.4pp | 373.84%-364.0pp |
| Employer contribution / active EE | $37,615 | $5,247+616.9% | $4,859+674.1% | $4,755+691.1% |
| Participant deferral / active EE | $10,923 | $8,102+34.8% | $7,760+40.8% | $6,713+62.7% |
| Admin fee / account holder | $14,288 | $12,406+15.2% | $10,767+32.7% | $11,407+25.3% |