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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 | $209,336+222.5% | $197,124+242.5% | $137,256+391.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 0.64% | 48.09%-47.4pp | 44.34%-43.7pp | 220.34%-219.7pp |
| Employer contribution / active EE | $25,000 | $6,591+279.3% | $6,227+301.4% | $4,156+501.5% |
| Participant deferral / active EE | $15,500 | $9,614+61.2% | $9,135+69.7% | $6,407+141.9% |
| Admin fee / account holder | $25,896 | $17,308+49.6% | $16,298+58.9% | $12,270+111.0% |