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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 | $903,740 | $209,336+331.7% | $197,124+358.5% | $137,256+558.4% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 8.02% | 48.09%-40.1pp | 44.34%-36.3pp | 220.34%-212.3pp |
| Employer contribution / active EE | $23,529 | $6,591+257.0% | $6,227+277.8% | $4,156+466.2% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $33,282 | $17,308+92.3% | $16,298+104.2% | $12,270+171.2% |