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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 | $772,082 | $157,304+390.8% | $141,197+446.8% | $152,909+404.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.28% | 64.34%-56.1pp | 71.41%-63.1pp | 345.46%-337.2pp |
| Employer contribution / active EE | $12,750 | $5,263+142.3% | $4,736+169.2% | $4,764+167.6% |
| Participant deferral / active EE | $9,500 | $7,111+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $22,557 | $12,126+86.0% | $10,265+119.8% | $11,601+94.4% |