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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 | $904,611 | $181,896+397.3% | $156,551+477.8% | $273,972+230.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -13.95% | 30.74%-44.7pp | 32.23%-46.2pp | 41.46%-55.4pp |
| Employer contribution / active EE | $3,704 | $6,248-40.7% | $5,501-32.7% | $4,869-23.9% |
| Participant deferral / active EE | $6,600 | $5,550+18.9% | $4,871+35.5% | $5,287+24.8% |
| Admin fee / account holder | $9,426 | $15,560-39.4% | $13,028-27.6% | $10,133-7.0% |