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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 | $823,764 | $209,336+293.5% | $197,124+317.9% | $137,256+500.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.76% | 48.09%-37.3pp | 44.34%-33.6pp | 220.34%-209.6pp |
| Employer contribution / active EE | $5,532 | $6,591-16.1% | $6,227-11.2% | $4,156+33.1% |
| Participant deferral / active EE | $15,022 | $9,614+56.3% | $9,135+64.5% | $6,407+134.5% |
| Admin fee / account holder | $5,807 | $17,308-66.4% | $16,298-64.4% | $12,270-52.7% |