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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 | $905,016 | $157,296+475.4% | $141,191+541.0% | $152,897+491.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.09% | 64.34%-58.2pp | 71.41%-65.3pp | 345.43%-339.3pp |
| Employer contribution / active EE | $1,250 | $5,262-76.2% | $4,736-73.6% | $4,764-73.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $34,048 | $12,125+180.8% | $10,264+231.7% | $11,599+193.5% |