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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 | $503,858 | $156,398+222.2% | $147,318+242.0% | $138,895+262.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.34% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $29,490 | $4,853+507.6% | $4,593+542.1% | $4,194+603.1% |
| Participant deferral / active EE | $19,046 | $8,237+131.2% | $7,906+140.9% | $6,396+197.8% |
| Admin fee / account holder | $9,070 | $14,976-39.4% | $13,708-33.8% | $12,562-27.8% |