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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 | $459,000 | $154,193+197.7% | $130,045+253.0% | $139,466+229.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 2.63% | 32.51%-29.9pp | -137.30%+139.9pp | 373.66%-371.0pp |
| Employer contribution / active EE | $22,969 | $5,292+334.0% | $4,321+431.5% | $4,754+383.2% |
| Participant deferral / active EE | $20,625 | $6,709+207.4% | $5,820+254.4% | $6,712+207.3% |
| Admin fee / account holder | $1,404 | $13,989-90.0% | $10,600-86.8% | $11,409-87.7% |