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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 | $558,615 | $185,312+201.4% | $161,489+245.9% | $154,746+261.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.65% | 103.84%-97.2pp | 89.72%-83.1pp | 172.34%-165.7pp |
| Employer contribution / active EE | $3,135 | $4,769-34.3% | $4,268-26.6% | $4,379-28.4% |
| Participant deferral / active EE | $17,339 | $6,350+173.1% | $5,630+208.0% | $6,730+157.6% |
| Admin fee / account holder | $23,048 | $18,654+23.5% | $16,006+44.0% | $14,365+60.4% |