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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 | $660,479 | $227,291+190.6% | $214,702+207.6% | $155,188+325.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 5.80% | 60.08%-54.3pp | 54.55%-48.8pp | 148.84%-143.0pp |
| Employer contribution / active EE | $36,952 | $6,772+445.7% | $6,461+472.0% | $4,248+769.9% |
| Participant deferral / active EE | $27,720 | $9,582+189.3% | $9,147+203.1% | $6,531+324.4% |
| Admin fee / account holder | $28,688 | $20,413+40.5% | $19,830+44.7% | $14,480+98.1% |