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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 | $606,346 | $154,228+293.1% | $145,433+316.9% | $137,256+341.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.56% | 74.59%-74.0pp | 66.58%-66.0pp | 220.34%-219.8pp |
| Employer contribution / active EE | $46,000 | $4,804+857.5% | $4,554+910.0% | $4,156+1006.8% |
| Participant deferral / active EE | $30,500 | $8,216+271.2% | $7,897+286.2% | $6,407+376.1% |
| Admin fee / account holder | $3,743 | $14,344-73.9% | $13,129-71.5% | $12,270-69.5% |