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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 | $655,443 | $156,398+319.1% | $147,318+344.9% | $138,895+371.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.88% | 78.75%-69.9pp | 70.43%-61.5pp | 145.39%-136.5pp |
| Employer contribution / active EE | $38,755 | $4,853+698.5% | $4,593+743.8% | $4,194+824.0% |
| Participant deferral / active EE | $3,306 | $8,237-59.9% | $7,906-58.2% | $6,396-48.3% |
| Admin fee / account holder | $2,418 | $14,976-83.9% | $13,708-82.4% | $12,562-80.8% |