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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 | $599,970 | $202,342+196.5% | $172,753+247.3% | $152,909+292.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.93% | 1029.88%-1018.9pp | 803.00%-792.1pp | 345.46%-334.5pp |
| Employer contribution / active EE | $2,412 | $5,857-58.8% | $5,144-53.1% | $4,764-49.4% |
| Participant deferral / active EE | $11,975 | $5,948+101.3% | $5,198+130.4% | $5,851+104.7% |
| Admin fee / account holder | $17,728 | $17,112+3.6% | $13,956+27.0% | $11,601+52.8% |