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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 | $930,823 | $154,228+503.5% | $145,433+540.0% | $137,256+578.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.20% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $7,280 | $4,804+51.5% | $4,554+59.8% | $4,156+75.2% |
| Participant deferral / active EE | $25,819 | $8,216+214.2% | $7,897+226.9% | $6,407+303.0% |
| Admin fee / account holder | $22,291 | $14,344+55.4% | $13,129+69.8% | $12,270+81.7% |