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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 | $868,467 | $181,062+379.7% | $158,223+448.9% | $155,188+459.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 4.44% | 57.39%-52.9pp | 52.09%-47.6pp | 148.84%-144.4pp |
| Employer contribution / active EE | $21,274 | $4,565+366.1% | $4,109+417.8% | $4,248+400.8% |
| Participant deferral / active EE | $18,490 | $6,134+201.4% | $5,467+238.2% | $6,531+183.1% |
| Admin fee / account holder | $4,835 | $18,825-74.3% | $16,047-69.9% | $14,480-66.6% |