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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 | $724,476 | $202,463+257.8% | $169,397+327.7% | $139,487+419.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 8.22% | 532.64%-524.4pp | 406.23%-398.0pp | 373.84%-365.6pp |
| Employer contribution / active EE | $13,686 | $4,694+191.6% | $4,013+241.0% | $4,755+187.8% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $14,848 | $10,726+38.4% | $9,017+64.7% | $11,407+30.2% |