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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 | $774,517 | $135,956+469.7% | $123,894+525.1% | $273,972+182.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.83% | 56.63%-53.8pp | 47.52%-44.7pp | 41.46%-38.6pp |
| Employer contribution / active EE | $5,768 | $5,170+11.6% | $4,617+24.9% | $4,869+18.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,821 | $9,817-40.7% | $8,357-30.4% | $10,133-42.6% |