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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 | $768,149 | $154,228+398.1% | $145,433+428.2% | $137,256+459.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.30% | 74.59%-71.3pp | 66.58%-63.3pp | 220.34%-217.0pp |
| Employer contribution / active EE | $22,524 | $4,804+368.9% | $4,554+394.5% | $4,156+442.0% |
| Participant deferral / active EE | $20,667 | $8,216+151.5% | $7,897+161.7% | $6,407+222.6% |
| Admin fee / account holder | $189,080 | $14,344+1218.2% | $13,129+1340.2% | $12,270+1441.0% |