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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 | $823,785 | $154,228+434.1% | $145,433+466.4% | $137,256+500.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.40% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $18,307 | $4,804+281.1% | $4,554+301.9% | $4,156+340.5% |
| Participant deferral / active EE | $12,258 | $8,216+49.2% | $7,897+55.2% | $6,407+91.3% |
| Admin fee / account holder | $2,564 | $14,344-82.1% | $13,129-80.5% | $12,270-79.1% |