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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 | $736,422 | $184,014+300.2% | $161,149+357.0% | $138,895+430.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.20% | 21.52%-12.3pp | 21.16%-12.0pp | 145.39%-136.2pp |
| Employer contribution / active EE | $14,038 | $5,055+177.7% | $4,360+222.0% | $4,194+234.7% |
| Participant deferral / active EE | $12,417 | $6,909+79.7% | $6,153+101.8% | $6,396+94.1% |
| Admin fee / account holder | $26,748 | $18,027+48.4% | $15,194+76.0% | $12,562+112.9% |