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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 | $481,966 | $124,980+285.6% | $108,359+344.8% | $154,746+211.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 5.53% | 45.00%-39.5pp | 36.89%-31.4pp | 172.34%-166.8pp |
| Employer contribution / active EE | $32,429 | $2,851+1037.6% | $2,399+1251.5% | $4,379+640.5% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $663 | $11,502-94.2% | $9,741-93.2% | $14,365-95.4% |