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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 | $779,000 | $157,304+395.2% | $141,197+451.7% | $152,909+409.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.05% | 64.34%-51.3pp | 71.41%-58.4pp | 345.46%-332.4pp |
| Employer contribution / active EE | $7,515 | $5,263+42.8% | $4,736+58.7% | $4,764+57.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,105 | $12,126-66.1% | $10,265-60.0% | $11,601-64.6% |