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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 | $202,326+342.5% | $172,745+418.3% | $152,870+485.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.18% | 1029.72%-1022.5pp | 802.90%-795.7pp | 345.34%-338.2pp |
| Employer contribution / active EE | $12,763 | $5,858+117.9% | $5,144+148.1% | $4,763+168.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $29,811 | $17,110+74.2% | $13,954+113.6% | $11,597+157.1% |