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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 | $812,463 | $156,398+419.5% | $147,318+451.5% | $138,895+484.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.76% | 78.75%-68.0pp | 70.43%-59.7pp | 145.39%-134.6pp |
| Employer contribution / active EE | $27,219 | $4,853+460.8% | $4,593+492.6% | $4,194+549.0% |
| Participant deferral / active EE | $4,470 | $8,237-45.7% | $7,906-43.5% | $6,396-30.1% |
| Admin fee / account holder | $85,679 | $14,976+472.1% | $13,708+525.0% | $12,562+582.0% |