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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 | $910,049 | $148,558+512.6% | $135,925+569.5% | $139,427+552.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.96% | 79.22%-70.3pp | 68.25%-59.3pp | 373.27%-364.3pp |
| Employer contribution / active EE | $1,653 | $5,244-68.5% | $4,857-66.0% | $4,752-65.2% |
| Participant deferral / active EE | $15,000 | $8,101+85.2% | $7,759+93.3% | $6,711+123.5% |
| Admin fee / account holder | $32,072 | $12,401+158.6% | $10,764+198.0% | $11,404+181.2% |