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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 | $800,344 | $160,028+400.1% | $147,080+444.2% | $145,884+448.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.80% | 98.60%-91.8pp | 420.17%-413.4pp | 551.85%-545.0pp |
| Employer contribution / active EE | $10,250 | $5,286+93.9% | $4,933+107.8% | $4,662+119.8% |
| Participant deferral / active EE | $30,500 | $8,422+262.1% | $8,066+278.1% | $6,690+355.9% |
| Admin fee / account holder | $28,983 | $15,030+92.8% | $12,989+123.1% | $13,392+116.4% |