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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 | $577,862 | $157,304+267.4% | $141,197+309.3% | $152,909+277.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.60% | 64.34%-57.7pp | 71.41%-64.8pp | 345.46%-338.9pp |
| Employer contribution / active EE | $19,809 | $5,263+276.4% | $4,736+318.2% | $4,764+315.8% |
| Participant deferral / active EE | $12,250 | $7,111+72.3% | $6,710+82.6% | $5,851+109.4% |
| Admin fee / account holder | $433 | $12,126-96.4% | $10,265-95.8% | $11,601-96.3% |