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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 | $568,238 | $148,629+282.3% | $135,982+317.9% | $139,487+307.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.39% | 79.33%-67.9pp | 68.32%-56.9pp | 373.84%-362.5pp |
| Employer contribution / active EE | $13,345 | $5,247+154.4% | $4,859+174.6% | $4,755+180.7% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $64,865 | $12,406+422.8% | $10,767+502.4% | $11,407+468.6% |