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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 | $565,680 | $160,040+253.5% | $147,096+284.6% | $145,877+287.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.78% | 98.49%-89.7pp | 419.75%-411.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $9,991 | $5,289+88.9% | $4,936+102.4% | $4,663+114.3% |
| Participant deferral / active EE | $20,333 | $8,429+141.2% | $8,071+151.9% | $6,691+203.9% |
| Admin fee / account holder | $21,025 | $15,050+39.7% | $13,005+61.7% | $13,402+56.9% |