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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 | $814,999 | $148,629+448.3% | $135,982+499.3% | $139,487+484.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.22% | 79.33%-68.1pp | 68.32%-57.1pp | 373.84%-362.6pp |
| Employer contribution / active EE | $25,184 | $5,247+380.0% | $4,859+418.3% | $4,755+429.7% |
| Participant deferral / active EE | $17,195 | $8,102+112.2% | $7,760+121.6% | $6,713+156.2% |
| Admin fee / account holder | $4,007 | $12,406-67.7% | $10,767-62.8% | $11,407-64.9% |