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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 | $581,007 | $174,379+233.2% | $152,093+282.0% | $138,895+318.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.00% | 74.86%-70.9pp | 66.36%-62.4pp | 145.39%-141.4pp |
| Employer contribution / active EE | $3,091 | $4,652-33.6% | $4,175-26.0% | $4,194-26.3% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $33,853 | $16,880+100.5% | $14,497+133.5% | $12,562+169.5% |