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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 | $868,687 | $172,111+404.7% | $150,298+478.0% | $137,256+532.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.96% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.4pp |
| Employer contribution / active EE | $15,027 | $4,636+224.1% | $4,154+261.7% | $4,156+261.6% |
| Participant deferral / active EE | $14,213 | $6,166+130.5% | $5,453+160.7% | $6,407+121.8% |
| Admin fee / account holder | $5,615 | $16,471-65.9% | $14,116-60.2% | $12,270-54.2% |