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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 | $667,936 | $211,288+216.1% | $178,540+274.1% | $145,884+357.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.24% | 30.27%-27.0pp | 27.15%-23.9pp | 551.85%-548.6pp |
| Employer contribution / active EE | $17,008 | $4,574+271.9% | $3,953+330.3% | $4,662+264.8% |
| Participant deferral / active EE | $10,167 | $6,967+45.9% | $6,281+61.9% | $6,690+52.0% |
| Admin fee / account holder | $4,998 | $12,105-58.7% | $10,424-52.1% | $13,392-62.7% |