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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 | $527,246 | $157,304+235.2% | $141,197+273.4% | $152,909+244.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.44% | 64.34%-55.9pp | 71.41%-63.0pp | 345.46%-337.0pp |
| Employer contribution / active EE | $51,050 | $5,263+870.1% | $4,736+977.9% | $4,764+971.6% |
| Participant deferral / active EE | $30,845 | $7,111+333.8% | $6,710+359.7% | $5,851+427.1% |
| Admin fee / account holder | $85,690 | $12,126+606.7% | $10,265+734.8% | $11,601+638.7% |