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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 | $831,484 | $202,342+310.9% | $172,752+381.3% | $152,897+443.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.56% | 1029.83%-1028.3pp | 802.97%-801.4pp | 345.43%-343.9pp |
| Employer contribution / active EE | $2,393 | $5,858-59.2% | $5,144-53.5% | $4,764-49.8% |
| Participant deferral / active EE | $9,000 | $5,948+51.3% | $5,198+73.2% | $5,851+53.8% |
| Admin fee / account holder | $630 | $17,111-96.3% | $13,955-95.5% | $11,599-94.6% |