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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 | $714,808 | $239,571+198.4% | $183,328+289.9% | $137,256+420.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 0.60% | 35.69%-35.1pp | 29.67%-29.1pp | 220.34%-219.7pp |
| Employer contribution / active EE | $6,133 | $6,148-0.2% | $5,055+21.3% | $4,156+47.6% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,993 | $30,059-80.1% | $21,427-72.0% | $12,270-51.2% |