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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 | $494,968 | $232,540+112.9% | $185,117+167.4% | $147,586+235.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.46% | 43.03%-42.6pp | 40.50%-40.0pp | 578.59%-578.1pp |
| Employer contribution / active EE | $7,619 | $5,195+46.7% | $4,182+82.2% | $4,876+56.2% |
| Participant deferral / active EE | $24,000 | $5,834+311.4% | $5,045+375.7% | $5,439+341.3% |
| Admin fee / account holder | $8,502 | $10,275-17.3% | $8,159+4.2% | $10,886-21.9% |