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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 | $656,335 | $201,370+225.9% | $184,256+256.2% | $145,897+349.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.24% | 29.05%-22.8pp | 28.85%-22.6pp | 552.29%-546.0pp |
| Employer contribution / active EE | $24,750 | $7,024+252.4% | $6,427+285.1% | $4,663+430.8% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,689+128.0% |
| Admin fee / account holder | $23,050 | $16,364+40.9% | $13,899+65.8% | $13,390+72.1% |