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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 | $722,517 | $156,398+362.0% | $147,318+390.4% | $138,895+420.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.87% | 78.75%-69.9pp | 70.43%-61.6pp | 145.39%-136.5pp |
| Employer contribution / active EE | $22,000 | $4,853+353.3% | $4,593+379.0% | $4,194+424.5% |
| Participant deferral / active EE | $4,400 | $8,237-46.6% | $7,906-44.3% | $6,396-31.2% |
| Admin fee / account holder | $727,393 | $14,976+4757.2% | $13,708+5206.5% | $12,562+5690.3% |