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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 | $702,850 | $183,516+283.0% | $155,534+351.9% | $145,884+381.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.52% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $2,673 | $5,315-49.7% | $4,675-42.8% | $4,662-42.7% |
| Participant deferral / active EE | $11,502 | $6,467+77.9% | $5,630+104.3% | $6,690+71.9% |
| Admin fee / account holder | $4,699 | $19,293-75.6% | $15,900-70.4% | $13,392-64.9% |