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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 | $691,104 | $175,259+294.3% | $149,723+361.6% | $139,487+395.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.80% | 166.82%-157.0pp | 134.50%-124.7pp | 373.84%-364.0pp |
| Employer contribution / active EE | $25,482 | $5,478+365.1% | $4,821+428.5% | $4,755+435.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,112 | $16,158-74.6% | $13,215-68.9% | $11,407-64.0% |