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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 | $508,328 | $154,228+229.6% | $145,433+249.5% | $137,256+270.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.51% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $22,919 | $4,804+377.1% | $4,554+403.2% | $4,156+451.5% |
| Participant deferral / active EE | $11,650 | $8,216+41.8% | $7,897+47.5% | $6,407+81.8% |
| Admin fee / account holder | $4,199 | $14,344-70.7% | $13,129-68.0% | $12,270-65.8% |