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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 | $713,159 | $150,447+374.0% | $136,298+423.2% | $147,586+383.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.45% | 1049.15%-1041.7pp | 5156.27%-5148.8pp | 578.59%-571.1pp |
| Employer contribution / active EE | $15,167 | $5,256+188.5% | $4,696+223.0% | $4,876+211.0% |
| Participant deferral / active EE | $6,000 | $6,631-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $12,683 | $10,906+16.3% | $9,244+37.2% | $10,886+16.5% |