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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 | $797,604 | $174,379+357.4% | $152,093+424.4% | $138,895+474.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.94% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $14,554 | $4,652+212.9% | $4,175+248.6% | $4,194+247.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $25,502 | $16,880+51.1% | $14,497+75.9% | $12,562+103.0% |