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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 | $629,862 | $209,428+200.8% | $178,498+252.9% | $158,950+296.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.72% | 188.78%-188.1pp | 151.09%-150.4pp | 302.91%-302.2pp |
| Employer contribution / active EE | $1,898 | $5,707-66.7% | $5,011-62.1% | $4,762-60.1% |
| Participant deferral / active EE | $7,200 | $5,955+20.9% | $5,202+38.4% | $5,983+20.3% |
| Admin fee / account holder | $5,954 | $17,077-65.1% | $13,985-57.4% | $11,248-47.1% |