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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 | $680,022 | $111,535+509.7% | $105,223+546.3% | $137,256+395.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.20% | 237.85%-228.7pp | 180.65%-171.5pp | 220.34%-211.1pp |
| Employer contribution / active EE | $25,000 | $3,939+534.6% | $3,689+577.8% | $4,156+501.5% |
| Participant deferral / active EE | $27,250 | $5,500+395.5% | $5,072+437.3% | $6,407+325.3% |
| Admin fee / account holder | $3,543 | $9,721-63.6% | $8,859-60.0% | $12,270-71.1% |