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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 | $631,382 | $156,398+303.7% | $147,318+328.6% | $138,895+354.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.01% | 78.75%-68.7pp | 70.43%-60.4pp | 145.39%-135.4pp |
| Employer contribution / active EE | $6,593 | $4,853+35.8% | $4,593+43.5% | $4,194+57.2% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $36,269 | $14,976+142.2% | $13,708+164.6% | $12,562+188.7% |