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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 | $812,229 | $209,336+288.0% | $197,124+312.0% | $137,256+491.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.35% | 48.09%-37.7pp | 44.34%-34.0pp | 220.34%-210.0pp |
| Employer contribution / active EE | $18,911 | $6,591+186.9% | $6,227+203.7% | $4,156+355.0% |
| Participant deferral / active EE | $16,315 | $9,614+69.7% | $9,135+78.6% | $6,407+154.6% |
| Admin fee / account holder | $365,135 | $17,308+2009.7% | $16,298+2140.4% | $12,270+2875.8% |