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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 | $754,753 | $211,239+257.3% | $178,528+322.8% | $145,877+417.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.83% | 30.22%-25.4pp | 27.11%-22.3pp | 551.28%-546.5pp |
| Employer contribution / active EE | $5,600 | $4,570+22.5% | $3,950+41.8% | $4,663+20.1% |
| Participant deferral / active EE | $30,500 | $6,963+338.1% | $6,278+385.8% | $6,691+355.9% |
| Admin fee / account holder | $13,819 | $12,095+14.3% | $10,419+32.6% | $13,402+3.1% |