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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 | $162,136+434.5% | $152,301+469.1% | $154,746+460.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.47% | 91.02%-79.6pp | 80.50%-69.0pp | 172.34%-160.9pp |
| Employer contribution / active EE | $19,286 | $4,890+294.4% | $4,624+317.0% | $4,379+340.4% |
| Participant deferral / active EE | $16,357 | $8,341+96.1% | $8,004+104.4% | $6,730+143.0% |
| Admin fee / account holder | $21,133 | $15,759+34.1% | $14,398+46.8% | $14,365+47.1% |