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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 | $721,898 | $154,228+368.1% | $145,433+396.4% | $137,256+426.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.31% | 74.59%-69.3pp | 66.58%-61.3pp | 220.34%-215.0pp |
| Employer contribution / active EE | $12,871 | $4,804+167.9% | $4,554+182.6% | $4,156+209.7% |
| Participant deferral / active EE | $31,000 | $8,216+277.3% | $7,897+292.5% | $6,407+383.9% |
| Admin fee / account holder | $5,569 | $14,344-61.2% | $13,129-57.6% | $12,270-54.6% |