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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 | $484,205 | $201,264+140.6% | $184,185+162.9% | $145,978+231.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.53% | 29.00%-19.5pp | 28.81%-19.3pp | 550.52%-541.0pp |
| Employer contribution / active EE | $7,233 | $7,021+3.0% | $6,426+12.6% | $4,662+55.1% |
| Participant deferral / active EE | $9,780 | $9,806-0.3% | $9,132+7.1% | $6,690+46.2% |
| Admin fee / account holder | $137,685 | $16,376+740.8% | $13,909+889.9% | $13,400+927.5% |