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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 | $560,710 | $202,326+177.1% | $172,745+224.6% | $152,870+266.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.02% | 1029.72%-1019.7pp | 802.90%-792.9pp | 345.34%-335.3pp |
| Employer contribution / active EE | $4,937 | $5,858-15.7% | $5,144-4.0% | $4,763+3.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $22,590 | $17,110+32.0% | $13,954+61.9% | $11,597+94.8% |