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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 | $662,356 | $157,296+321.1% | $141,191+369.1% | $152,897+333.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.64% | 64.34%-51.7pp | 71.41%-58.8pp | 345.43%-332.8pp |
| Employer contribution / active EE | $12,151 | $5,262+130.9% | $4,736+156.6% | $4,764+155.1% |
| Participant deferral / active EE | $4,173 | $7,111-41.3% | $6,710-37.8% | $5,851-28.7% |
| Admin fee / account holder | $5,511 | $12,125-54.5% | $10,264-46.3% | $11,599-52.5% |