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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 | $816,347 | $176,120+363.5% | $159,487+411.9% | $167,553+387.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.94% | 331.95%-325.0pp | 263.71%-256.8pp | 478.89%-472.0pp |
| Employer contribution / active EE | $36,451 | $5,299+587.8% | $4,831+654.5% | $4,840+653.2% |
| Participant deferral / active EE | $6,740 | $7,752-13.1% | $7,354-8.3% | $6,343+6.3% |
| Admin fee / account holder | $76,066 | $12,561+505.6% | $10,804+604.1% | $12,316+517.6% |