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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 | $757,205 | $154,365+390.5% | $130,231+481.4% | $139,456+443.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 8.52% | 30.34%-21.8pp | 38.77%-30.3pp | 373.45%-364.9pp |
| Employer contribution / active EE | $16,667 | $5,170+222.4% | $4,126+304.0% | $4,753+250.7% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,711-100.0% |
| Admin fee / account holder | $33,968 | $9,214+268.7% | $6,020+464.3% | $11,407+197.8% |