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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 | $953,858 | $114,119+735.8% | $107,187+789.9% | $138,895+586.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 8.22% | 273.21%-265.0pp | 204.55%-196.3pp | 145.39%-137.2pp |
| Employer contribution / active EE | $11,714 | $4,059+188.6% | $3,782+209.7% | $4,194+179.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $60,282 | $10,024+501.4% | $9,162+557.9% | $12,562+379.9% |