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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 | $797,169 | $157,304+406.8% | $141,197+464.6% | $152,909+421.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.50% | 64.34%-57.8pp | 71.41%-64.9pp | 345.46%-339.0pp |
| Employer contribution / active EE | $9,959 | $5,263+89.2% | $4,736+110.3% | $4,764+109.0% |
| Participant deferral / active EE | $12,250 | $7,111+72.3% | $6,710+82.6% | $5,851+109.4% |
| Admin fee / account holder | $30,908 | $12,126+154.9% | $10,265+201.1% | $11,601+166.4% |