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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 | $839,778 | $154,228+444.5% | $145,433+477.4% | $137,256+511.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.62% | 74.59%-67.0pp | 66.58%-59.0pp | 220.34%-212.7pp |
| Employer contribution / active EE | $10,325 | $4,804+114.9% | $4,554+126.7% | $4,156+148.4% |
| Participant deferral / active EE | $19,915 | $8,216+142.4% | $7,897+152.2% | $6,407+210.8% |
| Admin fee / account holder | $299,544 | $14,344+1988.3% | $13,129+2181.5% | $12,270+2341.2% |