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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 | $585,456 | $157,276+272.2% | $141,177+314.7% | $152,885+282.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.15% | 64.33%-50.2pp | 71.40%-57.3pp | 345.39%-331.2pp |
| Employer contribution / active EE | $52,000 | $5,262+888.3% | $4,736+998.1% | $4,763+991.7% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,095 | $12,123-8.5% | $10,263+8.1% | $11,598-4.3% |