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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 | $841,943 | $209,336+302.2% | $197,124+327.1% | $137,256+513.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.08% | 48.09%-39.0pp | 44.34%-35.3pp | 220.34%-211.3pp |
| Employer contribution / active EE | $27,934 | $6,591+323.8% | $6,227+348.6% | $4,156+572.1% |
| Participant deferral / active EE | $4,367 | $9,614-54.6% | $9,135-52.2% | $6,407-31.8% |
| Admin fee / account holder | $10,388 | $17,308-40.0% | $16,298-36.3% | $12,270-15.3% |