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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 | $772,499 | $150,447+413.5% | $136,298+466.8% | $147,586+423.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.66% | 1049.15%-1040.5pp | 5156.27%-5147.6pp | 578.59%-569.9pp |
| Employer contribution / active EE | $1,794 | $5,256-65.9% | $4,696-61.8% | $4,876-63.2% |
| Participant deferral / active EE | $8,257 | $6,631+24.5% | $6,247+32.2% | $5,439+51.8% |
| Admin fee / account holder | $2,201 | $10,906-79.8% | $9,244-76.2% | $10,886-79.8% |