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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 | $921,359 | $215,361+327.8% | $171,082+438.5% | $273,972+236.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -1.34% | 25.14%-26.5pp | 32.56%-33.9pp | 41.46%-42.8pp |
| Employer contribution / active EE | $12,180 | $4,967+145.2% | $4,002+204.4% | $4,869+150.2% |
| Participant deferral / active EE | $7,200 | $5,543+29.9% | $4,797+50.1% | $5,287+36.2% |
| Admin fee / account holder | $12,045 | $10,846+11.0% | $8,520+41.4% | $10,133+18.9% |