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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 | $555,182 | $172,111+222.6% | $150,298+269.4% | $137,256+304.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 0.95% | 69.37%-68.4pp | 62.79%-61.8pp | 220.34%-219.4pp |
| Employer contribution / active EE | $2,701 | $4,636-41.8% | $4,154-35.0% | $4,156-35.0% |
| Participant deferral / active EE | $4,271 | $6,166-30.7% | $5,453-21.7% | $6,407-33.3% |
| Admin fee / account holder | $23,485 | $16,471+42.6% | $14,116+66.4% | $12,270+91.4% |