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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 | $634,193 | $162,136+291.1% | $152,301+316.4% | $154,746+309.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.26% | 91.02%-80.8pp | 80.50%-70.2pp | 172.34%-162.1pp |
| Employer contribution / active EE | $20,255 | $4,890+314.2% | $4,624+338.0% | $4,379+362.5% |
| Participant deferral / active EE | $6,934 | $8,341-16.9% | $8,004-13.4% | $6,730+3.0% |
| Admin fee / account holder | $4,177 | $15,759-73.5% | $14,398-71.0% | $14,365-70.9% |