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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 | $637,418 | $154,228+313.3% | $145,433+338.3% | $137,256+364.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.92% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $16,542 | $4,804+244.3% | $4,554+263.2% | $4,156+298.0% |
| Participant deferral / active EE | $10,742 | $8,216+30.7% | $7,897+36.0% | $6,407+67.7% |
| Admin fee / account holder | $8,992 | $14,344-37.3% | $13,129-31.5% | $12,270-26.7% |