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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 | $535,543 | $157,276+240.5% | $141,177+279.3% | $152,885+250.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.84% | 64.33%-53.5pp | 71.40%-60.6pp | 345.39%-334.5pp |
| Employer contribution / active EE | $10,000 | $5,262+90.1% | $4,736+111.2% | $4,763+109.9% |
| Participant deferral / active EE | $9,547 | $7,110+34.3% | $6,710+42.3% | $5,851+63.2% |
| Admin fee / account holder | $134,539 | $12,123+1009.8% | $10,263+1210.9% | $11,598+1060.0% |