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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 | $801,112 | $110,379+625.8% | $102,412+682.2% | $145,884+449.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.34% | 24.84%-16.5pp | 24.94%-16.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $34,625 | $4,216+721.2% | $3,870+794.7% | $4,662+642.7% |
| Participant deferral / active EE | $30,500 | $5,622+442.5% | $5,060+502.7% | $6,690+355.9% |
| Admin fee / account holder | $8,362 | $9,745-14.2% | $8,388-0.3% | $13,392-37.6% |