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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 | $150,197+507.0% | $120,368+657.4% | $145,959+524.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.20% | 154.26%-148.1pp | 107.26%-101.1pp | 561.95%-555.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,465-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,995 | $6,174+110.5% | $4,991+160.4% | $6,689+94.3% |
| Admin fee / account holder | $10,760 | $12,216-11.9% | $9,429+14.1% | $13,398-19.7% |