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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 | $933,751 | $202,342+361.5% | $172,752+440.5% | $152,897+510.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.31% | 1029.83%-1019.5pp | 802.97%-792.7pp | 345.43%-335.1pp |
| Employer contribution / active EE | $42,013 | $5,858+617.2% | $5,144+716.7% | $4,764+782.0% |
| Participant deferral / active EE | $4,500 | $5,948-24.3% | $5,198-13.4% | $5,851-23.1% |
| Admin fee / account holder | $62,691 | $17,111+266.4% | $13,955+349.2% | $11,599+440.5% |