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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 | $602,096 | $172,111+249.8% | $150,298+300.6% | $137,256+338.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.22% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.1pp |
| Employer contribution / active EE | $4,643 | $4,636+0.2% | $4,154+11.8% | $4,156+11.7% |
| Participant deferral / active EE | $21,067 | $6,166+241.7% | $5,453+286.4% | $6,407+228.8% |
| Admin fee / account holder | $2,794 | $16,471-83.0% | $14,116-80.2% | $12,270-77.2% |