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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 | $751,739 | $165,399+354.5% | $149,745+402.0% | $158,982+372.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.62% | 348.34%-342.7pp | 276.72%-271.1pp | 302.99%-297.4pp |
| Employer contribution / active EE | $21,726 | $5,105+325.6% | $4,646+367.7% | $4,763+356.2% |
| Participant deferral / active EE | $11,461 | $7,183+59.6% | $6,843+67.5% | $5,983+91.5% |
| Admin fee / account holder | $2,542 | $10,811-76.5% | $9,312-72.7% | $11,252-77.4% |