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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 | $621,546 | $176,838+251.5% | $146,685+323.7% | $167,518+271.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.07% | 24.04%-19.0pp | 22.75%-17.7pp | 478.71%-473.6pp |
| Employer contribution / active EE | $12,600 | $5,161+144.1% | $4,137+204.6% | $4,838+160.4% |
| Participant deferral / active EE | $26,000 | $6,441+303.7% | $5,507+372.2% | $6,342+310.0% |
| Admin fee / account holder | $958,491 | $13,262+7127.4% | $10,281+9222.7% | $12,312+7684.7% |