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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 | $873,260 | $159,934+446.0% | $147,005+494.0% | $145,959+498.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 98.24%-88.6pp | 418.76%-409.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $14,736 | $5,287+178.7% | $4,934+198.7% | $4,661+216.2% |
| Participant deferral / active EE | $11,074 | $8,427+31.4% | $8,070+37.2% | $6,689+65.6% |
| Admin fee / account holder | $14,936 | $15,053-0.8% | $13,006+14.8% | $13,398+11.5% |