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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 | $156,398+421.3% | $147,318+453.4% | $138,895+487.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.91% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,496 | $4,853-48.6% | $4,593-45.7% | $4,194-40.5% |
| Participant deferral / active EE | $27,526 | $8,237+234.2% | $7,906+248.2% | $6,396+330.4% |
| Admin fee / account holder | $29,334 | $14,976+95.9% | $13,708+114.0% | $12,562+133.5% |