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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 | $490,876 | $103,038+376.4% | $90,324+443.5% | $152,909+221.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.29% | 95.25%-87.0pp | 78.15%-69.9pp | 345.46%-337.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,793 | $4,282+105.4% | $3,885+126.3% | $5,851+50.3% |
| Admin fee / account holder | $3,506 | $6,177-43.3% | $5,356-34.5% | $11,601-69.8% |