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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 | $162,136+369.2% | $152,301+399.5% | $154,746+391.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.18% | 91.02%-86.8pp | 80.50%-76.3pp | 172.34%-168.2pp |
| Employer contribution / active EE | $9,066 | $4,890+85.4% | $4,624+96.0% | $4,379+107.0% |
| Participant deferral / active EE | $15,500 | $8,341+85.8% | $8,004+93.7% | $6,730+130.3% |
| Admin fee / account holder | $40,000 | $15,759+153.8% | $14,398+177.8% | $14,365+178.5% |