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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 | $777,134 | $157,304+394.0% | $141,197+450.4% | $152,909+408.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.68% | 64.34%-53.7pp | 71.41%-60.7pp | 345.46%-334.8pp |
| Employer contribution / active EE | $22,970 | $5,263+336.5% | $4,736+385.0% | $4,764+382.2% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $734,470 | $12,126+5957.1% | $10,265+7055.2% | $11,601+6231.3% |