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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 | $642,238 | $156,398+310.6% | $147,318+336.0% | $138,895+362.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.67% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.7pp |
| Employer contribution / active EE | $26,726 | $4,853+450.7% | $4,593+481.9% | $4,194+537.2% |
| Participant deferral / active EE | $15,500 | $8,237+88.2% | $7,906+96.0% | $6,396+142.3% |
| Admin fee / account holder | $4,791 | $14,976-68.0% | $13,708-65.0% | $12,562-61.9% |