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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 | $601,637 | $172,111+249.6% | $150,298+300.3% | $137,256+338.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.28% | 69.37%-63.1pp | 62.79%-56.5pp | 220.34%-214.1pp |
| Employer contribution / active EE | $12,391 | $4,636+167.3% | $4,154+198.3% | $4,156+198.1% |
| Participant deferral / active EE | $12,374 | $6,166+100.7% | $5,453+126.9% | $6,407+93.1% |
| Admin fee / account holder | $157,143 | $16,471+854.1% | $14,116+1013.2% | $12,270+1180.7% |