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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 | $482,916 | $100,970+378.3% | $96,576+400.0% | $137,256+251.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.18% | 38.16%-26.0pp | 38.47%-26.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $19,726 | $3,809+417.9% | $3,553+455.2% | $4,156+374.6% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $160,503 | $11,312+1318.9% | $11,381+1310.3% | $12,270+1208.1% |