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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 | $490,705 | $175,257+180.0% | $149,717+227.8% | $139,456+251.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.86% | 166.70%-164.8pp | 134.41%-132.5pp | 373.45%-371.6pp |
| Employer contribution / active EE | $3,257 | $5,477-40.5% | $4,820-32.4% | $4,753-31.5% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $18,683 | $16,156+15.6% | $13,213+41.4% | $11,407+63.8% |