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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 | $740,766 | $217,432+240.7% | $185,851+298.6% | $167,553+342.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.10% | 148.43%-143.3pp | 122.11%-117.0pp | 478.89%-473.8pp |
| Employer contribution / active EE | $36,250 | $5,874+517.1% | $5,168+601.4% | $4,840+649.0% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,343+309.9% |
| Admin fee / account holder | $46,718 | $19,820+135.7% | $16,245+187.6% | $12,316+279.3% |