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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 | $760,359 | $72,071+955.0% | $68,368+1012.2% | $137,256+454.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.16% | 353.14%-343.0pp | 292.57%-282.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $6,667 | $2,788+139.1% | $2,649+151.7% | $4,156+60.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,709 | $5,336-49.2% | $5,150-47.4% | $12,270-77.9% |