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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 | $556,043 | $201,370+176.1% | $184,256+201.8% | $145,897+281.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.66% | 29.05%-25.4pp | 28.85%-25.2pp | 552.29%-548.6pp |
| Employer contribution / active EE | $11,402 | $7,024+62.3% | $6,427+77.4% | $4,663+144.5% |
| Participant deferral / active EE | $8,370 | $9,808-14.7% | $9,133-8.4% | $6,689+25.1% |
| Admin fee / account holder | $13,929 | $16,364-14.9% | $13,899+0.2% | $13,390+4.0% |