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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 | $176,105+234.3% | $159,474+269.2% | $167,536+251.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.59% | 331.91%-328.3pp | 263.68%-260.1pp | 478.82%-475.2pp |
| Employer contribution / active EE | $10,670 | $5,299+101.4% | $4,831+120.9% | $4,839+120.5% |
| Participant deferral / active EE | $12,762 | $7,751+64.6% | $7,353+73.6% | $6,342+101.2% |
| Admin fee / account holder | $2,333 | $12,559-81.4% | $10,802-78.4% | $12,315-81.1% |