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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 | $791,395 | $199,109+297.5% | $173,730+355.5% | $154,746+411.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.38% | 20.02%-12.6pp | 19.96%-12.6pp | 172.34%-165.0pp |
| Employer contribution / active EE | $14,547 | $5,311+173.9% | $4,577+217.8% | $4,379+232.2% |
| Participant deferral / active EE | $2,879 | $7,113-59.5% | $6,326-54.5% | $6,730-57.2% |
| Admin fee / account holder | $13,130 | $20,916-37.2% | $17,523-25.1% | $14,365-8.6% |