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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 | $740,513 | $208,088+255.9% | $186,193+297.7% | $154,746+378.5% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 0.75% | 89.97%-89.2pp | 78.03%-77.3pp | 172.34%-171.6pp |
| Employer contribution / active EE | $1,201 | $4,340-72.3% | $3,918-69.4% | $4,379-72.6% |
| Participant deferral / active EE | $12,006 | $7,078+69.6% | $6,513+84.3% | $6,730+78.4% |
| Admin fee / account holder | $1,948 | $11,698-83.3% | $11,058-82.4% | $14,365-86.4% |