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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 | $758,458 | $178,174+325.7% | $156,181+385.6% | $137,256+452.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.97% | 84.19%-75.2pp | 64.87%-55.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $18,000 | $4,972+262.1% | $4,294+319.2% | $4,156+333.1% |
| Participant deferral / active EE | $12,752 | $6,888+85.1% | $6,132+108.0% | $6,407+99.0% |
| Admin fee / account holder | $423,896 | $17,404+2335.6% | $14,586+2806.2% | $12,270+3354.7% |