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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 | $911,659 | $150,435+506.0% | $120,580+656.1% | $145,897+524.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 6.20% | 154.60%-148.4pp | 107.48%-101.3pp | 552.29%-546.1pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,995 | $6,174+110.5% | $4,995+160.1% | $6,689+94.3% |
| Admin fee / account holder | $10,760 | $12,182-11.7% | $9,418+14.2% | $13,390-19.6% |