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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 | $550,501 | $202,460+171.9% | $169,385+225.0% | $139,456+294.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 6.84% | 532.07%-525.2pp | 405.82%-399.0pp | 373.45%-366.6pp |
| Employer contribution / active EE | $823 | $4,691-82.5% | $4,012-79.5% | $4,753-82.7% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $43,351 | $10,719+304.4% | $9,011+381.1% | $11,407+280.0% |