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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 | $517,536 | $183,627+181.8% | $155,602+232.6% | $145,978+254.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.39% | 61.32%-55.9pp | 64.81%-59.4pp | 550.52%-545.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,945 | $6,466+162.1% | $5,629+201.0% | $6,690+153.3% |
| Admin fee / account holder | $5,711 | $19,327-70.4% | $15,923-64.1% | $13,400-57.4% |