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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 | $824,482 | $165,361+398.6% | $149,715+450.7% | $158,950+418.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.08% | 348.24%-340.2pp | 276.66%-268.6pp | 302.91%-294.8pp |
| Employer contribution / active EE | $6,305 | $5,103+23.6% | $4,645+35.8% | $4,762+32.4% |
| Participant deferral / active EE | $11,655 | $7,182+62.3% | $6,842+70.3% | $5,983+94.8% |
| Admin fee / account holder | $34,811 | $10,808+222.1% | $9,310+273.9% | $11,248+209.5% |