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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 | $199,109+287.0% | $173,730+343.5% | $154,746+397.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 2.38% | 20.02%-17.6pp | 19.96%-17.6pp | 172.34%-170.0pp |
| Employer contribution / active EE | $7,500 | $5,311+41.2% | $4,577+63.8% | $4,379+71.3% |
| Participant deferral / active EE | $15,000 | $7,113+110.9% | $6,326+137.1% | $6,730+122.9% |
| Admin fee / account holder | $18,800 | $20,916-10.1% | $17,523+7.3% | $14,365+30.9% |