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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 | $803,040 | $157,276+410.6% | $141,177+468.8% | $152,885+425.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.03% | 64.33%-53.3pp | 71.40%-60.4pp | 345.39%-334.4pp |
| Employer contribution / active EE | $12,182 | $5,262+131.5% | $4,736+157.2% | $4,763+155.8% |
| Participant deferral / active EE | $25,000 | $7,110+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $528 | $12,123-95.6% | $10,263-94.9% | $11,598-95.4% |