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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 | $691,402 | $183,592+276.6% | $155,567+344.4% | $145,959+373.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.34% | 61.24%-53.9pp | 64.74%-57.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $42,000 | $5,315+690.3% | $4,674+798.6% | $4,661+801.1% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,990 | $19,318-63.8% | $15,916-56.1% | $13,398-47.8% |