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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 | $600,310 | $202,342+196.7% | $172,752+247.5% | $152,897+292.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.86% | 1029.83%-1021.0pp | 802.97%-794.1pp | 345.43%-336.6pp |
| Employer contribution / active EE | $21,500 | $5,858+267.0% | $5,144+318.0% | $4,764+351.3% |
| Participant deferral / active EE | $23,300 | $5,948+291.7% | $5,198+348.3% | $5,851+298.2% |
| Admin fee / account holder | $5,972 | $17,111-65.1% | $13,955-57.2% | $11,599-48.5% |