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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 | $734,525 | $154,228+376.3% | $145,433+405.1% | $137,256+435.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.19% | 74.59%-71.4pp | 66.58%-63.4pp | 220.34%-217.1pp |
| Employer contribution / active EE | $11,494 | $4,804+139.3% | $4,554+152.4% | $4,156+176.6% |
| Participant deferral / active EE | $5,128 | $8,216-37.6% | $7,897-35.1% | $6,407-20.0% |
| Admin fee / account holder | $391,337 | $14,344+2628.3% | $13,129+2880.7% | $12,270+3089.3% |