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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 | $638,620 | $175,259+264.4% | $149,723+326.5% | $139,487+357.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.23% | 166.82%-157.6pp | 134.50%-125.3pp | 373.84%-364.6pp |
| Employer contribution / active EE | $15,787 | $5,478+188.2% | $4,821+227.4% | $4,755+232.0% |
| Participant deferral / active EE | $15,508 | $6,522+137.8% | $5,682+172.9% | $6,713+131.0% |
| Admin fee / account holder | $21,436 | $16,158+32.7% | $13,215+62.2% | $11,407+87.9% |