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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 | $418,408 | $70,366+494.6% | $66,674+527.5% | $138,895+201.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.73% | 386.41%-373.7pp | 321.24%-308.5pp | 145.39%-132.7pp |
| Employer contribution / active EE | $4,621 | $2,765+67.1% | $2,620+76.4% | $4,194+10.2% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,862 | $5,262+11.4% | $5,098+15.0% | $12,562-53.3% |