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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 | $722,822 | $183,988+292.9% | $162,177+345.7% | $152,897+372.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 7.13% | 150.79%-143.7pp | 115.60%-108.5pp | 345.43%-338.3pp |
| Employer contribution / active EE | $10,588 | $6,370+66.2% | $5,613+88.6% | $4,764+122.3% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,223 | $13,123-60.2% | $10,843-51.8% | $11,599-55.0% |