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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 | $760,805 | $155,555+389.1% | $146,866+418.0% | $155,188+390.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.18% | 115.41%-111.2pp | 102.85%-98.7pp | 148.84%-144.7pp |
| Employer contribution / active EE | $9,066 | $4,647+95.1% | $4,425+104.9% | $4,248+113.4% |
| Participant deferral / active EE | $15,500 | $8,044+92.7% | $7,759+99.8% | $6,531+137.3% |
| Admin fee / account holder | $40,000 | $14,755+171.1% | $13,620+193.7% | $14,480+176.2% |