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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 | $641,261 | $201,372+218.4% | $184,260+248.0% | $145,884+339.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.14% | 29.04%-24.9pp | 28.84%-24.7pp | 551.85%-547.7pp |
| Employer contribution / active EE | $22,256 | $7,024+216.9% | $6,427+246.3% | $4,662+377.4% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $21,606 | $16,362+32.0% | $13,898+55.5% | $13,392+61.3% |