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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 | $492,880 | $97,125+407.5% | $86,233+471.6% | $137,256+259.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 8.46% | 74.19%-65.7pp | 61.39%-52.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $21,426 | $2,841+654.1% | $2,504+755.6% | $4,156+415.5% |
| Participant deferral / active EE | $17,895 | $5,180+245.5% | $4,559+292.5% | $6,407+179.3% |
| Admin fee / account holder | $2,132 | $9,725-78.1% | $8,342-74.4% | $12,270-82.6% |