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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 | $583,365 | $162,136+259.8% | $152,301+283.0% | $154,746+277.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.80% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,222 | $8,341+10.6% | $8,004+15.2% | $6,730+37.0% |
| Admin fee / account holder | $1,857 | $15,759-88.2% | $14,398-87.1% | $14,365-87.1% |