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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 | $585,269 | $172,111+240.1% | $150,298+289.4% | $137,256+326.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.08% | 69.37%-64.3pp | 62.79%-57.7pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,348 | $4,636-70.9% | $4,154-67.6% | $4,156-67.6% |
| Participant deferral / active EE | $4,282 | $6,166-30.5% | $5,453-21.5% | $6,407-33.2% |
| Admin fee / account holder | $488,938 | $16,471+2868.5% | $14,116+3363.8% | $12,270+3884.8% |