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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 | $99,053+397.6% | $88,179+459.0% | $138,895+254.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 8.46% | 78.17%-69.7pp | 64.97%-56.5pp | 145.39%-136.9pp |
| Employer contribution / active EE | $21,426 | $2,882+643.4% | $2,549+740.5% | $4,194+410.9% |
| Participant deferral / active EE | $17,895 | $5,225+242.4% | $4,614+287.9% | $6,396+179.8% |
| Admin fee / account holder | $2,132 | $8,748-75.6% | $7,673-72.2% | $12,562-83.0% |