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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 | $832,225 | $154,228+439.6% | $145,433+472.2% | $137,256+506.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.25% | 74.59%-66.3pp | 66.58%-58.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $7,135 | $4,804+48.5% | $4,554+56.7% | $4,156+71.7% |
| Participant deferral / active EE | $17,789 | $8,216+116.5% | $7,897+125.2% | $6,407+177.7% |
| Admin fee / account holder | $20,623 | $14,344+43.8% | $13,129+57.1% | $12,270+68.1% |