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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 | $995,329 | $202,326+391.9% | $172,745+476.2% | $152,870+551.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.95% | 1029.72%-1020.8pp | 802.90%-793.9pp | 345.34%-336.4pp |
| Employer contribution / active EE | $29,747 | $5,858+407.8% | $5,144+478.3% | $4,763+524.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $20,380 | $17,110+19.1% | $13,954+46.0% | $11,597+75.7% |