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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 | $546,961 | $136,860+299.7% | $120,344+354.5% | $154,746+253.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 6.91% | 21.38%-14.5pp | 20.30%-13.4pp | 172.34%-165.4pp |
| Employer contribution / active EE | $15,770 | $3,533+346.4% | $3,020+422.2% | $4,379+260.1% |
| Participant deferral / active EE | $2,392 | $5,793-58.7% | $5,135-53.4% | $6,730-64.5% |
| Admin fee / account holder | $20,545 | $15,393+33.5% | $12,742+61.2% | $14,365+43.0% |