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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 | $518,537 | $160,028+224.0% | $147,080+252.6% | $145,884+255.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.17% | 98.60%-90.4pp | 420.17%-412.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $20,656 | $5,286+290.8% | $4,933+318.7% | $4,662+343.0% |
| Participant deferral / active EE | $16,787 | $8,422+99.3% | $8,066+108.1% | $6,690+150.9% |
| Admin fee / account holder | $22,649 | $15,030+50.7% | $12,989+74.4% | $13,392+69.1% |