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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 | $556,622 | $178,174+212.4% | $156,181+256.4% | $137,256+305.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.86% | 84.19%-76.3pp | 64.87%-57.0pp | 220.34%-212.5pp |
| Employer contribution / active EE | $31,931 | $4,972+542.3% | $4,294+643.6% | $4,156+668.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $654 | $17,404-96.2% | $14,586-95.5% | $12,270-94.7% |