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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 | $868,662 | $165,399+425.2% | $149,745+480.1% | $158,982+446.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.09% | 348.34%-341.2pp | 276.72%-269.6pp | 302.99%-295.9pp |
| Employer contribution / active EE | $3,180 | $5,105-37.7% | $4,646-31.5% | $4,763-33.2% |
| Participant deferral / active EE | $30,017 | $7,183+317.9% | $6,843+338.7% | $5,983+401.7% |
| Admin fee / account holder | $1,683 | $10,811-84.4% | $9,312-81.9% | $11,252-85.0% |