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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 | $861,823 | $176,105+389.4% | $159,474+440.4% | $167,536+414.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.69% | 331.91%-324.2pp | 263.68%-256.0pp | 478.82%-471.1pp |
| Employer contribution / active EE | $4,171 | $5,299-21.3% | $4,831-13.7% | $4,839-13.8% |
| Participant deferral / active EE | $4,718 | $7,751-39.1% | $7,353-35.8% | $6,342-25.6% |
| Admin fee / account holder | $5,556 | $12,559-55.8% | $10,802-48.6% | $12,315-54.9% |