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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 | $213,785+298.3% | $185,441+359.1% | $155,188+448.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 6.70% | 19.97%-13.3pp | 20.16%-13.5pp | 148.84%-142.1pp |
| Employer contribution / active EE | $45,583 | $5,393+745.2% | $4,672+875.6% | $4,248+973.1% |
| Participant deferral / active EE | $56,000 | $6,864+715.8% | $6,152+810.3% | $6,531+757.4% |
| Admin fee / account holder | $13,220 | $21,134-37.4% | $17,890-26.1% | $14,480-8.7% |