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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 | $866,206 | $166,242+421.1% | $165,071+424.7% | $145,884+493.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.92% | 100.44%-95.5pp | 70.17%-65.2pp | 551.85%-546.9pp |
| Employer contribution / active EE | $34,581 | $5,283+554.6% | $4,347+695.4% | $4,662+641.7% |
| Participant deferral / active EE | $19,113 | $6,964+174.5% | $6,035+216.7% | $6,690+185.7% |
| Admin fee / account holder | $5,784 | $16,658-65.3% | $12,695-54.4% | $13,392-56.8% |