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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 | $757,341 | $182,442+315.1% | $163,379+363.5% | $138,895+445.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 9.00% | 72.74%-63.7pp | 63.41%-54.4pp | 145.39%-136.4pp |
| Employer contribution / active EE | $26,525 | $4,159+537.7% | $3,752+606.9% | $4,194+532.4% |
| Participant deferral / active EE | $27,250 | $6,817+299.7% | $6,282+333.8% | $6,396+326.0% |
| Admin fee / account holder | $3,222 | $10,396-69.0% | $9,818-67.2% | $12,562-74.4% |