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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 | $851,383 | $117,895+622.2% | $102,460+730.9% | $145,897+483.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.82% | 31.92%-24.1pp | 29.47%-21.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $40,000 | $3,619+1005.3% | $3,025+1222.3% | $4,663+757.9% |
| Participant deferral / active EE | $23,000 | $5,736+301.0% | $5,056+354.9% | $6,689+243.8% |
| Admin fee / account holder | $2,087 | $13,353-84.4% | $9,460-77.9% | $13,390-84.4% |