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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 | $826,738 | $154,228+436.1% | $145,433+468.5% | $137,256+502.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.85% | 74.59%-70.7pp | 66.58%-62.7pp | 220.34%-216.5pp |
| Employer contribution / active EE | $2,391 | $4,804-50.2% | $4,554-47.5% | $4,156-42.5% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $37,471 | $14,344+161.2% | $13,129+185.4% | $12,270+205.4% |