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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 | $166,268+294.5% | $165,100+297.3% | $145,897+349.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.77% | 100.52%-93.7pp | 70.21%-63.4pp | 552.29%-545.5pp |
| Employer contribution / active EE | $26,796 | $5,284+407.1% | $4,348+516.3% | $4,663+474.7% |
| Participant deferral / active EE | $20,246 | $6,964+190.7% | $6,035+235.5% | $6,689+202.7% |
| Admin fee / account holder | $4,953 | $16,659-70.3% | $12,696-61.0% | $13,390-63.0% |