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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 | $506,635 | $183,627+175.9% | $155,602+225.6% | $145,978+247.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.90% | 61.32%-53.4pp | 64.81%-56.9pp | 550.52%-542.6pp |
| Employer contribution / active EE | $9,731 | $5,316+83.0% | $4,675+108.1% | $4,662+108.7% |
| Participant deferral / active EE | $10,167 | $6,466+57.2% | $5,629+80.6% | $6,690+52.0% |
| Admin fee / account holder | $18,709 | $19,327-3.2% | $15,923+17.5% | $13,400+39.6% |