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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 | $608,381 | $209,336+190.6% | $197,124+208.6% | $137,256+343.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.61% | 48.09%-42.5pp | 44.34%-38.7pp | 220.34%-214.7pp |
| Employer contribution / active EE | $32,416 | $6,591+391.8% | $6,227+420.5% | $4,156+680.0% |
| Participant deferral / active EE | $21,688 | $9,614+125.6% | $9,135+137.4% | $6,407+238.5% |
| Admin fee / account holder | $17,321 | $17,308+0.1% | $16,298+6.3% | $12,270+41.2% |