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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 | $527,777 | $162,136+225.5% | $152,301+246.5% | $154,746+241.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.70% | 91.02%-81.3pp | 80.50%-70.8pp | 172.34%-162.6pp |
| Employer contribution / active EE | $56,502 | $4,890+1055.4% | $4,624+1121.8% | $4,379+1190.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $22,272 | $15,759+41.3% | $14,398+54.7% | $14,365+55.0% |