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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 | $694,230 | $165,399+319.7% | $149,745+363.6% | $158,982+336.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.33% | 348.34%-341.0pp | 276.72%-269.4pp | 302.99%-295.7pp |
| Employer contribution / active EE | $20,724 | $5,105+306.0% | $4,646+346.1% | $4,763+335.1% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,046 | $10,811-53.3% | $9,312-45.8% | $11,252-55.2% |