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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 | $807,568 | $165,399+388.3% | $149,745+439.3% | $158,982+408.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.19% | 348.34%-342.1pp | 276.72%-270.5pp | 302.99%-296.8pp |
| Employer contribution / active EE | $13,940 | $5,105+173.1% | $4,646+200.1% | $4,763+192.7% |
| Participant deferral / active EE | $26,000 | $7,183+262.0% | $6,843+279.9% | $5,983+334.5% |
| Admin fee / account holder | $7,185 | $10,811-33.5% | $9,312-22.8% | $11,252-36.1% |