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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 | $650,432 | $103,008+531.4% | $90,304+620.3% | $152,897+325.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 9.87% | 95.22%-85.4pp | 78.13%-68.3pp | 345.43%-335.6pp |
| Employer contribution / active EE | $13,588 | $3,139+332.8% | $2,855+376.0% | $4,764+185.3% |
| Participant deferral / active EE | $6,550 | $4,281+53.0% | $3,885+68.6% | $5,851+11.9% |
| Admin fee / account holder | $603 | $6,175-90.2% | $5,354-88.7% | $11,599-94.8% |