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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 | $895,306 | $202,342+342.5% | $172,753+418.3% | $152,909+485.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.18% | 1029.88%-1022.7pp | 803.00%-795.8pp | 345.46%-338.3pp |
| Employer contribution / active EE | $12,763 | $5,857+117.9% | $5,144+148.1% | $4,764+167.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $29,811 | $17,112+74.2% | $13,956+113.6% | $11,601+157.0% |