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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 | $843,144 | $154,228+446.7% | $145,433+479.7% | $137,256+514.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.39% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $10,344 | $4,804+115.3% | $4,554+127.1% | $4,156+148.9% |
| Participant deferral / active EE | $5,240 | $8,216-36.2% | $7,897-33.6% | $6,407-18.2% |
| Admin fee / account holder | $468,508 | $14,344+3166.3% | $13,129+3468.5% | $12,270+3718.3% |