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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 | $745,147 | $227,291+227.8% | $214,702+247.1% | $155,188+380.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 8.91% | 60.08%-51.2pp | 54.55%-45.6pp | 148.84%-139.9pp |
| Employer contribution / active EE | $30,304 | $6,772+347.5% | $6,461+369.1% | $4,248+613.4% |
| Participant deferral / active EE | $3,542 | $9,582-63.0% | $9,147-61.3% | $6,531-45.8% |
| Admin fee / account holder | $27,812 | $20,413+36.2% | $19,830+40.3% | $14,480+92.1% |