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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 | $114,013+439.6% | $103,693+493.4% | $155,188+296.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 4.58% | 49.31%-44.7pp | 47.61%-43.0pp | 148.84%-144.3pp |
| Employer contribution / active EE | $25,000 | $3,131+698.4% | $2,920+756.1% | $4,248+488.5% |
| Participant deferral / active EE | $17,557 | $4,970+253.3% | $4,579+283.4% | $6,531+168.8% |
| Admin fee / account holder | $797,560 | $8,407+9386.9% | $7,858+10049.5% | $14,480+5408.1% |