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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 | $627,831 | $202,342+210.3% | $172,752+263.4% | $152,897+310.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.83% | 1029.83%-1020.0pp | 802.97%-793.1pp | 345.43%-335.6pp |
| Employer contribution / active EE | $38,000 | $5,858+548.7% | $5,144+638.7% | $4,764+697.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $23,425 | $17,111+36.9% | $13,955+67.9% | $11,599+102.0% |