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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 | $166,131+294.8% | $164,975+297.6% | $145,877+349.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.77% | 100.37%-93.6pp | 70.12%-63.4pp | 551.28%-544.5pp |
| Employer contribution / active EE | $26,796 | $5,276+407.9% | $4,343+517.1% | $4,663+474.7% |
| Participant deferral / active EE | $20,246 | $6,962+190.8% | $6,033+235.6% | $6,691+202.6% |
| Admin fee / account holder | $4,953 | $16,648-70.2% | $12,688-61.0% | $13,402-63.0% |