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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 | $616,180 | $174,379+253.4% | $152,093+305.1% | $138,895+343.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.03% | 74.86%-63.8pp | 66.36%-55.3pp | 145.39%-134.4pp |
| Employer contribution / active EE | $25,056 | $4,652+438.6% | $4,175+500.2% | $4,194+497.4% |
| Participant deferral / active EE | $35,304 | $6,159+473.2% | $5,451+547.6% | $6,396+452.0% |
| Admin fee / account holder | $4,863 | $16,880-71.2% | $14,497-66.5% | $12,562-61.3% |