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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 | $469,188 | $209,874+123.6% | $189,537+147.5% | $167,536+180.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.74% | 748.61%-745.9pp | 555.34%-552.6pp | 478.82%-476.1pp |
| Employer contribution / active EE | $8,242 | $6,913+19.2% | $6,161+33.8% | $4,839+70.3% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,080 | $14,299-64.5% | $12,048-57.8% | $12,315-58.8% |