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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 | $768,352 | $154,193+398.3% | $130,045+490.8% | $139,466+450.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.15% | 32.51%-25.4pp | -137.30%+144.5pp | 373.66%-366.5pp |
| Employer contribution / active EE | $30,000 | $5,292+466.9% | $4,321+594.2% | $4,754+531.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $16,404 | $13,989+17.3% | $10,600+54.7% | $11,409+43.8% |