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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 | $655,902 | $166,020+295.1% | $164,866+297.8% | $145,959+349.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.77% | 100.08%-93.3pp | 69.97%-63.2pp | 561.95%-555.2pp |
| Employer contribution / active EE | $26,796 | $5,275+408.0% | $4,343+517.1% | $4,661+474.9% |
| Participant deferral / active EE | $20,246 | $6,961+190.9% | $6,033+235.6% | $6,689+202.7% |
| Admin fee / account holder | $4,953 | $16,644-70.2% | $12,689-61.0% | $13,398-63.0% |