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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 | $617,631 | $211,239+192.4% | $178,528+246.0% | $145,877+323.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.05% | 30.22%-24.2pp | 27.11%-21.1pp | 551.28%-545.2pp |
| Employer contribution / active EE | $1,229 | $4,570-73.1% | $3,950-68.9% | $4,663-73.6% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $22,582 | $12,095+86.7% | $10,419+116.7% | $13,402+68.5% |