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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 | $617,885 | $176,786+249.5% | $146,643+321.4% | $167,536+268.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.25% | 24.04%-23.8pp | 22.75%-22.5pp | 478.82%-478.6pp |
| Employer contribution / active EE | $22,921 | $5,161+344.1% | $4,137+454.1% | $4,839+373.7% |
| Participant deferral / active EE | $26,000 | $6,440+303.7% | $5,506+372.2% | $6,342+309.9% |
| Admin fee / account holder | $23,342 | $13,262+76.0% | $10,280+127.1% | $12,315+89.5% |