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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 | $503,435 | $175,259+187.3% | $149,723+236.2% | $139,487+260.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.33% | 166.82%-160.5pp | 134.50%-128.2pp | 373.84%-367.5pp |
| Employer contribution / active EE | $5,747 | $5,478+4.9% | $4,821+19.2% | $4,755+20.9% |
| Participant deferral / active EE | $17,500 | $6,522+168.3% | $5,682+208.0% | $6,713+160.7% |
| Admin fee / account holder | $233,333 | $16,158+1344.1% | $13,215+1665.7% | $11,407+1945.5% |