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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 | $615,270 | $70,366+774.4% | $66,674+822.8% | $138,895+343.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 4.58% | 386.41%-381.8pp | 321.24%-316.7pp | 145.39%-140.8pp |
| Employer contribution / active EE | $25,000 | $2,765+804.1% | $2,620+854.2% | $4,194+496.1% |
| Participant deferral / active EE | $17,557 | $4,374+301.4% | $4,084+329.9% | $6,396+174.5% |
| Admin fee / account holder | $797,560 | $5,262+15055.6% | $5,098+15544.3% | $12,562+6248.9% |