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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 | $769,148 | $175,259+338.9% | $149,723+413.7% | $139,487+451.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.25% | 166.82%-161.6pp | 134.50%-129.2pp | 373.84%-368.6pp |
| Employer contribution / active EE | $43,500 | $5,478+694.0% | $4,821+802.2% | $4,755+814.9% |
| Participant deferral / active EE | $30,000 | $6,522+360.0% | $5,682+427.9% | $6,713+346.9% |
| Admin fee / account holder | $7,664 | $16,158-52.6% | $13,215-42.0% | $11,407-32.8% |