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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 | $851,403 | $184,014+362.7% | $161,149+428.3% | $138,895+513.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 6.70% | 21.52%-14.8pp | 21.16%-14.5pp | 145.39%-138.7pp |
| Employer contribution / active EE | $45,583 | $5,055+801.7% | $4,360+945.5% | $4,194+986.8% |
| Participant deferral / active EE | $56,000 | $6,909+710.5% | $6,153+810.1% | $6,396+775.5% |
| Admin fee / account holder | $13,220 | $18,027-26.7% | $15,194-13.0% | $12,562+5.2% |