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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 | $697,341 | $162,136+330.1% | $152,301+357.9% | $154,746+350.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 1.85% | 91.02%-89.2pp | 80.50%-78.7pp | 172.34%-170.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,574 | $8,341+50.8% | $8,004+57.1% | $6,730+86.8% |
| Admin fee / account holder | $23,318 | $15,759+48.0% | $14,398+62.0% | $14,365+62.3% |