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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 | $815,310 | $154,228+428.6% | $145,433+460.6% | $137,256+494.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.91% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,496 | $4,804-48.1% | $4,554-45.2% | $4,156-40.0% |
| Participant deferral / active EE | $27,526 | $8,216+235.0% | $7,897+248.6% | $6,407+329.6% |
| Admin fee / account holder | $29,334 | $14,344+104.5% | $13,129+123.4% | $12,270+139.1% |