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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 | $701,870 | $201,372+248.5% | $184,260+280.9% | $145,884+381.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.37% | 29.04%-24.7pp | 28.84%-24.5pp | 551.85%-547.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $25,000 | $9,808+154.9% | $9,133+173.7% | $6,690+273.7% |
| Admin fee / account holder | $1,146 | $16,362-93.0% | $13,898-91.8% | $13,392-91.4% |