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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 | $497,395 | $157,276+216.3% | $141,177+252.3% | $152,885+225.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.51% | 64.33%-54.8pp | 71.40%-61.9pp | 345.39%-335.9pp |
| Employer contribution / active EE | $7,447 | $5,262+41.5% | $4,736+57.3% | $4,763+56.4% |
| Participant deferral / active EE | $12,380 | $7,110+74.1% | $6,710+84.5% | $5,851+111.6% |
| Admin fee / account holder | $20,118 | $12,123+66.0% | $10,263+96.0% | $11,598+73.5% |