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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 | $989,914 | $202,342+389.2% | $172,753+473.0% | $152,909+547.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.77% | 1029.88%-1029.1pp | 803.00%-802.2pp | 345.46%-344.7pp |
| Employer contribution / active EE | $19,500 | $5,857+232.9% | $5,144+279.1% | $4,764+309.3% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,851+327.3% |
| Admin fee / account holder | $12,471 | $17,112-27.1% | $13,956-10.6% | $11,601+7.5% |