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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 | $760,205 | $155,555+388.7% | $146,866+417.6% | $155,188+389.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.26% | 115.41%-110.2pp | 102.85%-97.6pp | 148.84%-143.6pp |
| Employer contribution / active EE | $12,500 | $4,647+169.0% | $4,425+182.5% | $4,248+194.3% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $34,156 | $14,755+131.5% | $13,620+150.8% | $14,480+135.9% |