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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 | $770,527 | $213,785+260.4% | $185,441+315.5% | $155,188+396.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 2.38% | 19.97%-17.6pp | 20.16%-17.8pp | 148.84%-146.5pp |
| Employer contribution / active EE | $7,500 | $5,393+39.1% | $4,672+60.5% | $4,248+76.6% |
| Participant deferral / active EE | $15,000 | $6,864+118.5% | $6,152+143.8% | $6,531+129.7% |
| Admin fee / account holder | $18,800 | $21,134-11.0% | $17,890+5.1% | $14,480+29.8% |