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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 | $626,763 | $185,905+237.1% | $170,057+268.6% | $139,487+349.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.57% | 60.56%-53.0pp | 53.42%-45.8pp | 373.84%-366.3pp |
| Employer contribution / active EE | $1,749 | $7,597-77.0% | $6,790-74.3% | $4,755-63.2% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $474 | $15,397-96.9% | $12,826-96.3% | $11,407-95.8% |