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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 | $647,944 | $166,242+289.8% | $165,071+292.5% | $145,884+344.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.30% | 100.44%-95.1pp | 70.17%-64.9pp | 551.85%-546.5pp |
| Employer contribution / active EE | $13,076 | $5,283+147.5% | $4,347+200.8% | $4,662+180.5% |
| Participant deferral / active EE | $4,000 | $6,964-42.6% | $6,035-33.7% | $6,690-40.2% |
| Admin fee / account holder | $12,967 | $16,658-22.2% | $12,695+2.1% | $13,392-3.2% |