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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 | $446,890 | $223,823+99.7% | $211,142+111.7% | $154,746+188.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.52% | 50.39%-41.9pp | 46.84%-38.3pp | 172.34%-163.8pp |
| Employer contribution / active EE | $13,979 | $6,787+106.0% | $6,442+117.0% | $4,379+219.2% |
| Participant deferral / active EE | $16,600 | $9,750+70.2% | $9,284+78.8% | $6,730+146.6% |
| Admin fee / account holder | $15,053 | $19,707-23.6% | $19,076-21.1% | $14,365+4.8% |