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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 | $645,315 | $212,386+203.8% | $199,883+222.8% | $138,895+364.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.99% | 47.75%-36.8pp | 43.81%-32.8pp | 145.39%-134.4pp |
| Employer contribution / active EE | $3,890 | $6,625-41.3% | $6,261-37.9% | $4,194-7.3% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $54,549 | $18,233+199.2% | $17,268+215.9% | $12,562+334.2% |