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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 | $679,357 | $174,379+289.6% | $152,093+346.7% | $138,895+389.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 5.39% | 74.86%-69.5pp | 66.36%-61.0pp | 145.39%-140.0pp |
| Employer contribution / active EE | $1,275 | $4,652-72.6% | $4,175-69.5% | $4,194-69.6% |
| Participant deferral / active EE | $5,001 | $6,159-18.8% | $5,451-8.3% | $6,396-21.8% |
| Admin fee / account holder | $1,640 | $16,880-90.3% | $14,497-88.7% | $12,562-86.9% |