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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 | $750,840 | $175,231+328.5% | $149,696+401.6% | $139,466+438.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.66% | 166.77%-156.1pp | 134.46%-123.8pp | 373.66%-363.0pp |
| Employer contribution / active EE | $9,762 | $5,478+78.2% | $4,821+102.5% | $4,754+105.4% |
| Participant deferral / active EE | $7,511 | $6,521+15.2% | $5,682+32.2% | $6,712+11.9% |
| Admin fee / account holder | $17,244 | $16,155+6.7% | $13,212+30.5% | $11,409+51.1% |