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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 | $485,554 | $210,698+130.5% | $178,014+172.8% | $145,959+232.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.39% | 386.27%-378.9pp | 294.80%-287.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $5,000 | $4,567+9.5% | $3,950+26.6% | $4,661+7.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20,123 | $12,016+67.5% | $10,362+94.2% | $13,398+50.2% |