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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 | $211,288+192.3% | $178,540+245.9% | $145,884+323.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.05% | 30.27%-24.2pp | 27.15%-21.1pp | 551.85%-545.8pp |
| Employer contribution / active EE | $1,229 | $4,574-73.1% | $3,953-68.9% | $4,662-73.6% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22,582 | $12,105+86.5% | $10,424+116.6% | $13,392+68.6% |