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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 | $497,969 | $156,398+218.4% | $147,318+238.0% | $138,895+258.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.45% | 78.75%-70.3pp | 70.43%-62.0pp | 145.39%-136.9pp |
| Employer contribution / active EE | $2,509 | $4,853-48.3% | $4,593-45.4% | $4,194-40.2% |
| Participant deferral / active EE | $16,739 | $8,237+103.2% | $7,906+111.7% | $6,396+161.7% |
| Admin fee / account holder | $1,187 | $14,976-92.1% | $13,708-91.3% | $12,562-90.6% |