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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 | $806,546 | $157,304+412.7% | $141,197+471.2% | $152,909+427.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.10% | 64.34%-50.2pp | 71.41%-57.3pp | 345.46%-331.4pp |
| Employer contribution / active EE | $4,451 | $5,263-15.4% | $4,736-6.0% | $4,764-6.6% |
| Participant deferral / active EE | $10,286 | $7,111+44.7% | $6,710+53.3% | $5,851+75.8% |
| Admin fee / account holder | $80,176 | $12,126+561.2% | $10,265+681.1% | $11,601+591.1% |