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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 | $492,171 | $157,276+212.9% | $141,177+248.6% | $152,885+221.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.94% | 64.33%-54.4pp | 71.40%-61.5pp | 345.39%-335.5pp |
| Employer contribution / active EE | $14,219 | $5,262+170.2% | $4,736+200.3% | $4,763+198.5% |
| Participant deferral / active EE | $14,500 | $7,110+103.9% | $6,710+116.1% | $5,851+147.8% |
| Admin fee / account holder | $15,663 | $12,123+29.2% | $10,263+52.6% | $11,598+35.0% |