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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 | $563,233 | $148,582+279.1% | $135,942+314.3% | $139,456+303.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.81% | 79.26%-70.4pp | 68.28%-59.5pp | 373.45%-364.6pp |
| Employer contribution / active EE | $6,250 | $5,245+19.2% | $4,858+28.7% | $4,753+31.5% |
| Participant deferral / active EE | $14,363 | $8,101+77.3% | $7,759+85.1% | $6,711+114.0% |
| Admin fee / account holder | $7,736 | $12,402-37.6% | $10,764-28.1% | $11,407-32.2% |