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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 | $682,059 | $197,637+245.1% | $177,848+283.5% | $158,982+329.0% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 0.47% | 58.77%-58.3pp | 48.33%-47.9pp | 302.99%-302.5pp |
| Employer contribution / active EE | $1,765 | $6,698-73.7% | $5,919-70.2% | $4,763-63.0% |
| Participant deferral / active EE | $10,921 | $8,405+29.9% | $7,714+41.6% | $5,983+82.5% |
| Admin fee / account holder | $42,358 | $15,406+174.9% | $12,431+240.7% | $11,252+276.5% |