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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 | $585,291 | $183,539+218.9% | $155,556+276.3% | $145,897+301.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.95% | 61.31%-53.4pp | 64.84%-56.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $16,751 | $5,315+215.2% | $4,675+258.3% | $4,663+259.3% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $35,484 | $19,275+84.1% | $15,885+123.4% | $13,390+165.0% |