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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 | $580,057 | $185,312+213.0% | $161,489+259.2% | $154,746+274.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.54% | 103.84%-95.3pp | 89.72%-81.2pp | 172.34%-163.8pp |
| Employer contribution / active EE | $28,393 | $4,769+495.3% | $4,268+565.2% | $4,379+548.4% |
| Participant deferral / active EE | $39,802 | $6,350+526.8% | $5,630+607.0% | $6,730+491.4% |
| Admin fee / account holder | $14,357 | $18,654-23.0% | $16,006-10.3% | $14,365-0.1% |