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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 | $510,273 | $175,259+191.2% | $149,723+240.8% | $139,487+265.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.67% | 166.82%-162.2pp | 134.50%-129.8pp | 373.84%-369.2pp |
| Employer contribution / active EE | $6,928 | $5,478+26.5% | $4,821+43.7% | $4,755+45.7% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $69,049 | $16,158+327.3% | $13,215+422.5% | $11,407+505.3% |