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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 | $155,555+393.8% | $146,866+423.0% | $155,188+395.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 3.30% | 115.41%-112.1pp | 102.85%-99.5pp | 148.84%-145.5pp |
| Employer contribution / active EE | $22,524 | $4,647+384.7% | $4,425+409.1% | $4,248+430.3% |
| Participant deferral / active EE | $20,667 | $8,044+156.9% | $7,759+166.3% | $6,531+216.4% |
| Admin fee / account holder | $189,080 | $14,755+1181.4% | $13,620+1288.3% | $14,480+1205.8% |