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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 | $619,755 | $175,259+253.6% | $149,723+313.9% | $139,487+344.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 0.20% | 166.82%-166.6pp | 134.50%-134.3pp | 373.84%-373.6pp |
| Employer contribution / active EE | $1,638 | $5,478-70.1% | $4,821-66.0% | $4,755-65.6% |
| Participant deferral / active EE | $6,741 | $6,522+3.4% | $5,682+18.6% | $6,713+0.4% |
| Admin fee / account holder | $20,494 | $16,158+26.8% | $13,215+55.1% | $11,407+79.7% |