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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 | $757,645 | $157,304+381.6% | $141,197+436.6% | $152,909+395.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.22% | 64.34%-57.1pp | 71.41%-64.2pp | 345.46%-338.2pp |
| Employer contribution / active EE | $3,727 | $5,263-29.2% | $4,736-21.3% | $4,764-21.8% |
| Participant deferral / active EE | $7,362 | $7,111+3.5% | $6,710+9.7% | $5,851+25.8% |
| Admin fee / account holder | $27,528 | $12,126+127.0% | $10,265+168.2% | $11,601+137.3% |