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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 | $492,077 | $212,386+131.7% | $199,883+146.2% | $138,895+254.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 2.22% | 47.75%-45.5pp | 43.81%-41.6pp | 145.39%-143.2pp |
| Employer contribution / active EE | $13,500 | $6,625+103.8% | $6,261+115.6% | $4,194+221.9% |
| Participant deferral / active EE | $30,000 | $9,617+211.9% | $9,138+228.3% | $6,396+369.0% |
| Admin fee / account holder | $596,196 | $18,233+3169.9% | $17,268+3352.7% | $12,562+4646.0% |