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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 | $805,403 | $157,276+412.1% | $141,177+470.5% | $152,885+426.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.25% | 64.33%-61.1pp | 71.40%-68.2pp | 345.39%-342.1pp |
| Employer contribution / active EE | $22,830 | $5,262+333.9% | $4,736+382.1% | $4,763+379.3% |
| Participant deferral / active EE | $22,000 | $7,110+209.4% | $6,710+227.9% | $5,851+276.0% |
| Admin fee / account holder | $12,948 | $12,123+6.8% | $10,263+26.2% | $11,598+11.6% |