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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 | $865,593 | $154,228+461.2% | $145,433+495.2% | $137,256+530.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.74% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $20,186 | $4,804+320.2% | $4,554+343.2% | $4,156+385.7% |
| Participant deferral / active EE | $23,067 | $8,216+180.7% | $7,897+192.1% | $6,407+260.0% |
| Admin fee / account holder | $6,719 | $14,344-53.2% | $13,129-48.8% | $12,270-45.2% |