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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 | $920,640 | $217,432+323.4% | $185,849+395.4% | $167,536+449.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.66% | 148.42%-147.8pp | 122.10%-121.4pp | 478.82%-478.2pp |
| Employer contribution / active EE | $38,516 | $5,875+555.6% | $5,169+645.2% | $4,839+695.9% |
| Participant deferral / active EE | $13,042 | $6,357+105.1% | $5,569+134.2% | $6,342+105.6% |
| Admin fee / account holder | $2,363 | $19,818-88.1% | $16,244-85.5% | $12,315-80.8% |