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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 | $932,978 | $185,856+402.0% | $170,028+448.7% | $139,456+569.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.51% | 60.52%-57.0pp | 53.39%-49.9pp | 373.45%-369.9pp |
| Employer contribution / active EE | $11,891 | $7,593+56.6% | $6,788+75.2% | $4,753+150.2% |
| Participant deferral / active EE | $4,153 | $11,623-64.3% | $10,409-60.1% | $6,711-38.1% |
| Admin fee / account holder | $2,619 | $15,387-83.0% | $12,820-79.6% | $11,407-77.0% |