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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 | $178,174+313.3% | $156,181+371.5% | $137,256+436.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.20% | 84.19%-75.0pp | 64.87%-55.7pp | 220.34%-211.1pp |
| Employer contribution / active EE | $14,038 | $4,972+182.4% | $4,294+226.9% | $4,156+237.8% |
| Participant deferral / active EE | $12,417 | $6,888+80.3% | $6,132+102.5% | $6,407+93.8% |
| Admin fee / account holder | $26,748 | $17,404+53.7% | $14,586+83.4% | $12,270+118.0% |