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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 | $748,997 | $162,136+362.0% | $152,301+391.8% | $154,746+384.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.09% | 91.02%-79.9pp | 80.50%-69.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,462 | $4,890-49.6% | $4,624-46.8% | $4,379-43.8% |
| Participant deferral / active EE | $18,094 | $8,341+116.9% | $8,004+126.1% | $6,730+168.8% |
| Admin fee / account holder | $962 | $15,759-93.9% | $14,398-93.3% | $14,365-93.3% |