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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 | $657,796 | $148,629+342.6% | $135,982+383.7% | $139,487+371.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.83% | 79.33%-71.5pp | 68.32%-60.5pp | 373.84%-366.0pp |
| Employer contribution / active EE | $10,539 | $5,247+100.9% | $4,859+116.9% | $4,755+121.6% |
| Participant deferral / active EE | $11,958 | $8,102+47.6% | $7,760+54.1% | $6,713+78.1% |
| Admin fee / account holder | $4,736 | $12,406-61.8% | $10,767-56.0% | $11,407-58.5% |