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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 | $672,974 | $107,941+523.5% | $91,994+631.5% | $152,909+340.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 10.95% | 89.28%-78.3pp | 69.04%-58.1pp | 345.46%-334.5pp |
| Employer contribution / active EE | $3,752 | $4,212-10.9% | $3,453+8.7% | $4,764-21.2% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,552 | $10,521-85.2% | $7,744-80.0% | $11,601-86.6% |