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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 | $516,945 | $108,825+375.0% | $156,181+231.0% | $82,448+527.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 9.67% | 20.59%-10.9pp | 64.87%-55.2pp | 41.64%-32.0pp |
| Employer contribution / active EE | $7,407 | $2,870+158.1% | $4,294+72.5% | $2,551+190.4% |
| Participant deferral / active EE | $10,634 | $4,577+132.3% | $6,132+73.4% | $4,139+156.9% |
| Admin fee / account holder | $83,958 | $9,341+798.8% | $14,586+475.6% | $7,234+1060.5% |