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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 | $498,497 | $178,174+179.8% | $156,181+219.2% | $137,256+263.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.21% | 84.19%-76.0pp | 64.87%-56.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $7,875 | $4,972+58.4% | $4,294+83.4% | $4,156+89.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $20,673 | $17,404+18.8% | $14,586+41.7% | $12,270+68.5% |