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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 | $419,305 | $109,359+283.4% | $162,185+158.5% | $72,976+474.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 2.64% | 25.46%-22.8pp | 115.61%-113.0pp | 81.02%-78.4pp |
| Employer contribution / active EE | $17,642 | $3,907+351.5% | $5,613+214.3% | $2,440+623.0% |
| Participant deferral / active EE | $21,592 | $5,481+293.9% | $7,297+195.9% | $3,608+498.5% |
| Admin fee / account holder | $7,463 | $7,972-6.4% | $10,844-31.2% | $5,124+45.6% |