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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 | $780,585 | $105,856+637.4% | $90,161+765.8% | $147,586+428.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 10.03% | 37.63%-27.6pp | 34.89%-24.9pp | 578.59%-568.6pp |
| Employer contribution / active EE | $28,000 | $4,126+578.6% | $3,318+743.9% | $4,876+474.2% |
| Participant deferral / active EE | $24,000 | $5,733+318.7% | $5,287+353.9% | $5,439+341.3% |
| Admin fee / account holder | $11,252 | $8,046+39.8% | $5,943+89.3% | $10,886+3.4% |