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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 | $970,908 | $160,070+506.6% | $147,117+560.0% | $145,897+565.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.52% | 98.69%-89.2pp | 420.54%-411.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $6,459 | $5,285+22.2% | $4,932+30.9% | $4,663+38.5% |
| Participant deferral / active EE | $22,550 | $8,419+167.8% | $8,065+179.6% | $6,689+237.1% |
| Admin fee / account holder | $10,273 | $15,035-31.7% | $12,993-20.9% | $13,390-23.3% |