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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 | $70,366+980.6% | $66,674+1040.4% | $138,895+447.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.16% | 386.41%-376.2pp | 321.24%-311.1pp | 145.39%-135.2pp |
| Employer contribution / active EE | $6,667 | $2,765+141.1% | $2,620+154.4% | $4,194+58.9% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,709 | $5,262-48.5% | $5,098-46.9% | $12,562-78.4% |