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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 | $840,829 | $201,259+317.8% | $184,200+356.5% | $145,959+476.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.80% | 28.98%-21.2pp | 28.80%-21.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $22,477 | $7,018+220.3% | $6,424+249.9% | $4,661+382.3% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $28,651 | $16,372+75.0% | $13,907+106.0% | $13,398+113.8% |