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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 | $530,313 | $149,679+254.3% | $117,039+353.1% | $147,586+259.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 7.41% | 19.31%-11.9pp | 18.95%-11.5pp | 578.59%-571.2pp |
| Employer contribution / active EE | $42,375 | $4,937+758.4% | $3,785+1019.7% | $4,876+769.0% |
| Participant deferral / active EE | $17,500 | $4,912+256.3% | $3,929+345.4% | $5,439+221.8% |
| Admin fee / account holder | $954 | $7,856-87.9% | $5,974-84.0% | $10,886-91.2% |