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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 | $855,295 | $162,136+427.5% | $152,301+461.6% | $154,746+452.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.55% | 91.02%-81.5pp | 80.50%-71.0pp | 172.34%-162.8pp |
| Employer contribution / active EE | $31,641 | $4,890+547.0% | $4,624+584.2% | $4,379+622.5% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,194 | $15,759-73.4% | $14,398-70.9% | $14,365-70.8% |