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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 | $159,978+445.9% | $147,041+493.9% | $145,978+498.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 98.36%-88.7pp | 419.21%-409.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $14,736 | $5,288+178.7% | $4,935+198.6% | $4,662+216.1% |
| Participant deferral / active EE | $11,074 | $8,429+31.4% | $8,071+37.2% | $6,690+65.5% |
| Admin fee / account holder | $14,936 | $15,053-0.8% | $13,006+14.8% | $13,400+11.5% |