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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 | $156,398+378.9% | $147,318+408.4% | $138,895+439.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.09% | 78.75%-67.7pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $2,462 | $4,853-49.3% | $4,593-46.4% | $4,194-41.3% |
| Participant deferral / active EE | $18,094 | $8,237+119.7% | $7,906+128.9% | $6,396+182.9% |
| Admin fee / account holder | $962 | $14,976-93.6% | $13,708-93.0% | $12,562-92.3% |