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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 | $765,854 | $148,623+415.3% | $135,974+463.2% | $139,466+449.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.47% | 79.30%-69.8pp | 68.30%-58.8pp | 373.66%-364.2pp |
| Employer contribution / active EE | $26,875 | $5,246+412.3% | $4,859+453.1% | $4,754+465.3% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $12,706 | $12,406+2.4% | $10,767+18.0% | $11,409+11.4% |