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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 | $998,766 | $148,623+572.0% | $135,974+634.5% | $139,466+616.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.05% | 79.30%-69.2pp | 68.30%-58.2pp | 373.66%-363.6pp |
| Employer contribution / active EE | $3,762 | $5,246-28.3% | $4,859-22.6% | $4,754-20.9% |
| Participant deferral / active EE | $3,853 | $8,103-52.4% | $7,760-50.3% | $6,712-42.6% |
| Admin fee / account holder | $9,331 | $12,406-24.8% | $10,767-13.3% | $11,409-18.2% |