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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 | $543,045 | $183,592+195.8% | $155,574+249.1% | $145,877+272.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.01% | 61.37%-60.4pp | 64.87%-63.9pp | 551.28%-550.3pp |
| Employer contribution / active EE | $7,100 | $5,317+33.5% | $4,676+51.8% | $4,663+52.3% |
| Participant deferral / active EE | $4,199 | $6,466-35.1% | $5,629-25.4% | $6,691-37.2% |
| Admin fee / account holder | $22,195 | $19,316+14.9% | $15,914+39.5% | $13,402+65.6% |