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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 | $934,193 | $181,062+416.0% | $158,223+490.4% | $155,188+502.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.63% | 57.39%-48.8pp | 52.09%-43.5pp | 148.84%-140.2pp |
| Employer contribution / active EE | $7,490 | $4,565+64.1% | $4,109+82.3% | $4,248+76.3% |
| Participant deferral / active EE | $7,593 | $6,134+23.8% | $5,467+38.9% | $6,531+16.3% |
| Admin fee / account holder | $43,808 | $18,825+132.7% | $16,047+173.0% | $14,480+202.5% |