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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 | $739,335 | $101,618+627.6% | $93,063+694.4% | $137,256+438.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 7.04% | 223.95%-216.9pp | 34.15%-27.1pp | 220.34%-213.3pp |
| Employer contribution / active EE | $46,500 | $2,707+1617.7% | $2,476+1778.0% | $4,156+1018.9% |
| Participant deferral / active EE | $23,500 | $4,279+449.2% | $3,958+493.7% | $6,407+266.8% |
| Admin fee / account holder | $3,741 | $6,198-39.6% | $6,033-38.0% | $12,270-69.5% |