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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 | $527,114 | $178,174+195.8% | $156,181+237.5% | $137,256+284.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 5.30% | 84.19%-78.9pp | 64.87%-59.6pp | 220.34%-215.0pp |
| Employer contribution / active EE | $5,722 | $4,972+15.1% | $4,294+33.3% | $4,156+37.7% |
| Participant deferral / active EE | $9,609 | $6,888+39.5% | $6,132+56.7% | $6,407+50.0% |
| Admin fee / account holder | $24,684 | $17,404+41.8% | $14,586+69.2% | $12,270+101.2% |