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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 | $662,863 | $157,276+321.5% | $141,177+369.5% | $152,885+333.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.14% | 64.33%-52.2pp | 71.40%-59.3pp | 345.39%-333.2pp |
| Employer contribution / active EE | $22,081 | $5,262+319.6% | $4,736+366.3% | $4,763+363.6% |
| Participant deferral / active EE | $12,745 | $7,110+79.2% | $6,710+89.9% | $5,851+117.8% |
| Admin fee / account holder | $127,177 | $12,123+949.1% | $10,263+1139.2% | $11,598+996.5% |