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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 | $621,630 | $185,312+235.5% | $161,489+284.9% | $154,746+301.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.58% | 103.84%-95.3pp | 89.72%-81.1pp | 172.34%-163.8pp |
| Employer contribution / active EE | $35,233 | $4,769+638.8% | $4,268+725.5% | $4,379+704.6% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $149,369 | $18,654+700.7% | $16,006+833.2% | $14,365+939.8% |