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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 | $916,190 | $156,398+485.8% | $147,318+521.9% | $138,895+559.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.06% | 78.75%-69.7pp | 70.43%-61.4pp | 145.39%-136.3pp |
| Employer contribution / active EE | $25,000 | $4,853+415.1% | $4,593+444.3% | $4,194+496.1% |
| Participant deferral / active EE | $30,000 | $8,237+264.2% | $7,906+279.4% | $6,396+369.0% |
| Admin fee / account holder | $75,005 | $14,976+400.8% | $13,708+447.2% | $12,562+497.1% |