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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 | $782,011 | $226,046+246.0% | $182,508+328.5% | $152,870+411.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 3.21% | 192.52%-189.3pp | 148.54%-145.3pp | 345.34%-342.1pp |
| Employer contribution / active EE | $3,667 | $4,977-26.3% | $4,075-10.0% | $4,763-23.0% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,525-100.0% | $5,850-100.0% |
| Admin fee / account holder | $599 | $10,704-94.4% | $8,592-93.0% | $11,597-94.8% |