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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 | $816,652 | $149,741+445.4% | $118,914+586.8% | $158,982+413.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.49% | 19.94%-15.5pp | 35.89%-31.4pp | 302.99%-298.5pp |
| Employer contribution / active EE | $24,344 | $4,119+491.1% | $3,264+645.8% | $4,763+411.1% |
| Participant deferral / active EE | $19,500 | $5,226+273.2% | $4,266+357.1% | $5,983+225.9% |
| Admin fee / account holder | $8,000 | $8,607-7.1% | $6,582+21.5% | $11,252-28.9% |