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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 | $849,440 | $175,259+384.7% | $149,723+467.3% | $139,487+509.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.99% | 166.82%-157.8pp | 134.50%-125.5pp | 373.84%-364.9pp |
| Employer contribution / active EE | $22,874 | $5,478+317.5% | $4,821+374.4% | $4,755+381.1% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,401 | $16,158-60.4% | $13,215-51.6% | $11,407-43.9% |