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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 | $115,225+318.3% | $100,712+378.6% | $138,895+247.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 5.53% | 40.35%-34.8pp | 33.27%-27.7pp | 145.39%-139.9pp |
| Employer contribution / active EE | $32,429 | $2,771+1070.2% | $2,313+1302.2% | $4,194+673.2% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $663 | $10,844-93.9% | $9,256-92.8% | $12,562-94.7% |