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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 | $866,674 | $156,398+454.1% | $147,318+488.3% | $138,895+524.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.47% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-133.9pp |
| Employer contribution / active EE | $19,286 | $4,853+297.4% | $4,593+319.9% | $4,194+359.8% |
| Participant deferral / active EE | $16,357 | $8,237+98.6% | $7,906+106.9% | $6,396+155.7% |
| Admin fee / account holder | $21,133 | $14,976+41.1% | $13,708+54.2% | $12,562+68.2% |