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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 | $538,617 | $183,539+193.5% | $155,556+246.3% | $145,897+269.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.99% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $6,580 | $5,315+23.8% | $4,675+40.7% | $4,663+41.1% |
| Participant deferral / active EE | $30,500 | $6,467+371.6% | $5,631+441.7% | $6,689+356.0% |
| Admin fee / account holder | $6,617 | $19,275-65.7% | $15,885-58.3% | $13,390-50.6% |