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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 | $646,169 | $156,398+313.2% | $147,318+338.6% | $138,895+365.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.66% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.7pp |
| Employer contribution / active EE | $23,327 | $4,853+380.7% | $4,593+407.9% | $4,194+456.2% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $581,525 | $14,976+3783.1% | $13,708+4142.4% | $12,562+4529.2% |