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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 | $590,877 | $176,105+235.5% | $159,474+270.5% | $167,536+252.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.77% | 331.91%-326.1pp | 263.68%-257.9pp | 478.82%-473.0pp |
| Employer contribution / active EE | $10,463 | $5,299+97.5% | $4,831+116.6% | $4,839+116.2% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $228,979 | $12,559+1723.2% | $10,802+2019.7% | $12,315+1759.4% |