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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 | $690,195 | $202,342+241.1% | $172,752+299.5% | $152,897+351.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.29% | 1029.83%-1024.5pp | 802.97%-797.7pp | 345.43%-340.1pp |
| Employer contribution / active EE | $19,188 | $5,858+227.6% | $5,144+273.0% | $4,764+302.8% |
| Participant deferral / active EE | $12,250 | $5,948+105.9% | $5,198+135.7% | $5,851+109.4% |
| Admin fee / account holder | $6,078 | $17,111-64.5% | $13,955-56.4% | $11,599-47.6% |