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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 | $850,921 | $154,228+451.7% | $145,433+485.1% | $137,256+520.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.30% | 74.59%-65.3pp | 66.58%-57.3pp | 220.34%-211.0pp |
| Employer contribution / active EE | $18,188 | $4,804+278.6% | $4,554+299.3% | $4,156+337.6% |
| Participant deferral / active EE | $7,063 | $8,216-14.0% | $7,897-10.6% | $6,407+10.2% |
| Admin fee / account holder | $20,887 | $14,344+45.6% | $13,129+59.1% | $12,270+70.2% |