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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 | $223,823+171.8% | $211,142+188.1% | $154,746+293.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 5.61% | 50.39%-44.8pp | 46.84%-41.2pp | 172.34%-166.7pp |
| Employer contribution / active EE | $32,416 | $6,787+377.6% | $6,442+403.2% | $4,379+640.2% |
| Participant deferral / active EE | $21,688 | $9,750+122.4% | $9,284+133.6% | $6,730+222.2% |
| Admin fee / account holder | $17,321 | $19,707-12.1% | $19,076-9.2% | $14,365+20.6% |