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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 | $898,369 | $102,595+775.6% | $94,057+855.1% | $154,746+480.5% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 9.48% | 583.42%-573.9pp | 480.62%-471.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $13,022 | $3,147+313.7% | $2,933+344.0% | $4,379+197.4% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $64,986 | $7,736+740.0% | $7,244+797.0% | $14,365+352.4% |