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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 | $727,506 | $154,228+371.7% | $145,433+400.2% | $137,256+430.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.92% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $7,404 | $4,804+54.1% | $4,554+62.6% | $4,156+78.2% |
| Participant deferral / active EE | $2,419 | $8,216-70.6% | $7,897-69.4% | $6,407-62.2% |
| Admin fee / account holder | $19,983 | $14,344+39.3% | $13,129+52.2% | $12,270+62.9% |