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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 | $792,905 | $99,875+693.9% | $146,866+439.9% | $86,983+811.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.28% | 28.10%-14.8pp | 102.85%-89.6pp | 25.83%-12.6pp |
| Employer contribution / active EE | $30,997 | $3,224+861.4% | $4,425+600.6% | $2,584+1099.4% |
| Participant deferral / active EE | $19,122 | $6,322+202.5% | $7,759+146.4% | $4,194+356.0% |
| Admin fee / account holder | $8,858 | $7,838+13.0% | $13,620-35.0% | $7,856+12.8% |