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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 | $937,354 | $176,071+432.4% | $159,450+487.9% | $167,497+459.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.26% | 331.79%-323.5pp | 263.60%-255.3pp | 478.62%-470.4pp |
| Employer contribution / active EE | $3,197 | $5,298-39.6% | $4,830-33.8% | $4,838-33.9% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $52,836 | $12,555+320.8% | $10,800+389.2% | $12,310+329.2% |