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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 | $890,325 | $111,814+696.3% | $103,378+761.2% | $145,978+509.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.00% | 24.80%-15.8pp | 24.91%-15.9pp | 550.52%-541.5pp |
| Employer contribution / active EE | $5,449 | $4,215+29.3% | $3,870+40.8% | $4,662+16.9% |
| Participant deferral / active EE | $30,500 | $5,618+442.9% | $5,058+503.0% | $6,690+355.9% |
| Admin fee / account holder | $7,416 | $9,764-24.1% | $8,401-11.7% | $13,400-44.7% |