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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 | $712,475 | $225,673+215.7% | $203,872+249.5% | $155,188+359.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 4.66% | 95.91%-91.2pp | 85.11%-80.4pp | 148.84%-144.2pp |
| Employer contribution / active EE | $45,455 | $4,099+1009.0% | $3,757+1109.7% | $4,248+970.1% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,206 | $12,327-57.8% | $11,730-55.6% | $14,480-64.0% |