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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 | $660,579 | $228,352+189.3% | $185,835+255.5% | $158,966+315.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 2.90% | 40.81%-37.9pp | 35.96%-33.1pp | 302.95%-300.1pp |
| Employer contribution / active EE | $758 | $4,967-84.7% | $4,087-81.5% | $4,762-84.1% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $26,325 | $11,867+121.8% | $9,502+177.1% | $11,250+134.0% |