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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 | $529,828 | $227,291+133.1% | $214,702+146.8% | $155,188+241.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 7.42% | 60.08%-52.7pp | 54.55%-47.1pp | 148.84%-141.4pp |
| Employer contribution / active EE | $3,430 | $6,772-49.4% | $6,461-46.9% | $4,248-19.3% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $187,309 | $20,413+817.6% | $19,830+844.6% | $14,480+1193.6% |