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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 | $611,418 | $154,209+296.5% | $130,062+370.1% | $139,487+338.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.27% | 32.52%-26.2pp | -137.37%+143.6pp | 373.84%-367.6pp |
| Employer contribution / active EE | $12,000 | $5,292+126.7% | $4,322+177.6% | $4,755+152.4% |
| Participant deferral / active EE | $4,000 | $6,709-40.4% | $5,821-31.3% | $6,713-40.4% |
| Admin fee / account holder | $12,127 | $13,988-13.3% | $10,601+14.4% | $11,407+6.3% |