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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 | $588,787 | $176,077+234.4% | $159,455+269.3% | $167,518+251.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.59% | 331.83%-328.2pp | 263.63%-260.0pp | 478.71%-475.1pp |
| Employer contribution / active EE | $10,670 | $5,298+101.4% | $4,830+120.9% | $4,838+120.5% |
| Participant deferral / active EE | $12,762 | $7,751+64.7% | $7,353+73.6% | $6,342+101.2% |
| Admin fee / account holder | $2,333 | $12,556-81.4% | $10,800-78.4% | $12,312-81.1% |