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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 | $665,634 | $183,592+262.6% | $155,574+327.9% | $145,877+356.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.44% | 61.37%-57.9pp | 64.87%-61.4pp | 551.28%-547.8pp |
| Employer contribution / active EE | $49,992 | $5,317+840.3% | $4,676+969.2% | $4,663+972.1% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $750 | $19,316-96.1% | $15,914-95.3% | $13,402-94.4% |