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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 | $847,284 | $211,239+301.1% | $178,528+374.6% | $145,877+480.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.43% | 30.22%-26.8pp | 27.11%-23.7pp | 551.28%-547.9pp |
| Employer contribution / active EE | $29,000 | $4,570+534.6% | $3,950+634.1% | $4,663+521.9% |
| Participant deferral / active EE | $30,500 | $6,963+338.1% | $6,278+385.8% | $6,691+355.9% |
| Admin fee / account holder | $7,916 | $12,095-34.5% | $10,419-24.0% | $13,402-40.9% |