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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 | $486,273 | $202,326+140.3% | $172,745+181.5% | $152,870+218.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.81% | 1029.72%-1022.9pp | 802.90%-796.1pp | 345.34%-338.5pp |
| Employer contribution / active EE | $3,333 | $5,858-43.1% | $5,144-35.2% | $4,763-30.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $28,478 | $17,110+66.4% | $13,954+104.1% | $11,597+145.6% |