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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 | $1,377,920 | $175,259+686.2% | $149,723+820.3% | $139,487+887.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.28% | 166.82%-157.5pp | 134.50%-125.2pp | 373.84%-364.6pp |
| Employer contribution / active EE | $6,667 | $5,478+21.7% | $4,821+38.3% | $4,755+40.2% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $59,271 | $16,158+266.8% | $13,215+348.5% | $11,407+419.6% |