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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 | $567,236 | $176,105+222.1% | $159,474+255.7% | $167,536+238.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.93% | 331.91%-326.0pp | 263.68%-257.7pp | 478.82%-472.9pp |
| Employer contribution / active EE | $12,833 | $5,299+142.2% | $4,831+165.7% | $4,839+165.2% |
| Participant deferral / active EE | $8,667 | $7,751+11.8% | $7,353+17.9% | $6,342+36.6% |
| Admin fee / account holder | $7,186 | $12,559-42.8% | $10,802-33.5% | $12,315-41.6% |