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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 | $783,086 | $228,352+242.9% | $185,827+321.4% | $158,950+392.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.23% | 40.81%-36.6pp | 35.96%-31.7pp | 302.91%-298.7pp |
| Employer contribution / active EE | $14,259 | $4,967+187.1% | $4,087+248.9% | $4,762+199.4% |
| Participant deferral / active EE | $6,500 | $6,416+1.3% | $5,633+15.4% | $5,983+8.6% |
| Admin fee / account holder | $48,130 | $11,867+305.6% | $9,502+406.5% | $11,248+327.9% |