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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 | $546,822 | $154,228+254.6% | $145,433+276.0% | $137,256+298.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.98% | 74.59%-73.6pp | 66.58%-65.6pp | 220.34%-219.4pp |
| Employer contribution / active EE | $9,138 | $4,804+90.2% | $4,554+100.6% | $4,156+119.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,875 | $14,344-24.2% | $13,129-17.2% | $12,270-11.4% |