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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 | $695,976 | $70,366+889.1% | $66,674+943.9% | $138,895+401.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.21% | 386.41%-374.2pp | 321.24%-309.0pp | 145.39%-133.2pp |
| Employer contribution / active EE | $9,938 | $2,765+259.4% | $2,620+279.3% | $4,194+136.9% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $22,000 | $5,262+318.1% | $5,098+331.5% | $12,562+75.1% |