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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 | $675,146 | $223,823+201.6% | $211,142+219.8% | $154,746+336.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 0.64% | 50.39%-49.8pp | 46.84%-46.2pp | 172.34%-171.7pp |
| Employer contribution / active EE | $25,000 | $6,787+268.4% | $6,442+288.1% | $4,379+470.9% |
| Participant deferral / active EE | $15,500 | $9,750+59.0% | $9,284+67.0% | $6,730+130.3% |
| Admin fee / account holder | $25,896 | $19,707+31.4% | $19,076+35.8% | $14,365+80.3% |