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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 | $719,849 | $197,637+264.2% | $177,848+304.8% | $158,982+352.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.51% | 58.77%-53.3pp | 48.33%-42.8pp | 302.99%-297.5pp |
| Employer contribution / active EE | $19,966 | $6,698+198.1% | $5,919+237.3% | $4,763+319.2% |
| Participant deferral / active EE | $13,360 | $8,405+59.0% | $7,714+73.2% | $5,983+123.3% |
| Admin fee / account holder | $401,967 | $15,406+2509.1% | $12,431+3133.5% | $11,252+3472.5% |