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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 | $792,051 | $165,351+379.0% | $149,710+429.1% | $158,931+398.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.89% | 348.19%-341.3pp | 276.63%-269.7pp | 302.86%-296.0pp |
| Employer contribution / active EE | $3,727 | $5,103-27.0% | $4,645-19.7% | $4,761-21.7% |
| Participant deferral / active EE | $7,362 | $7,181+2.5% | $6,842+7.6% | $5,982+23.1% |
| Admin fee / account holder | $27,528 | $10,807+154.7% | $9,309+195.7% | $11,247+144.8% |