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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 | $609,780 | $202,345+201.4% | $172,755+253.0% | $152,885+298.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.83% | 1029.77%-1023.9pp | 802.94%-797.1pp | 345.39%-339.6pp |
| Employer contribution / active EE | $2,285 | $5,858-61.0% | $5,144-55.6% | $4,763-52.0% |
| Participant deferral / active EE | $2,536 | $5,948-57.4% | $5,198-51.2% | $5,851-56.7% |
| Admin fee / account holder | $20,919 | $17,111+22.3% | $13,955+49.9% | $11,598+80.4% |