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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 | $892,327 | $149,040+498.7% | $120,225+642.2% | $137,256+550.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.72% | 605.68%-596.0pp | 439.23%-429.5pp | 220.34%-210.6pp |
| Employer contribution / active EE | $15,000 | $4,350+244.8% | $3,475+331.6% | $4,156+260.9% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $31,022 | $6,348+388.7% | $5,696+444.6% | $12,270+152.8% |