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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 | $419,226 | $101,063+314.8% | $81,473+414.6% | $147,586+184.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 1.42% | 32.41%-31.0pp | 38.78%-37.4pp | 578.59%-577.2pp |
| Employer contribution / active EE | $21,188 | $3,206+561.0% | $2,568+725.1% | $4,876+334.5% |
| Participant deferral / active EE | $12,000 | $4,242+182.9% | $3,537+239.3% | $5,439+120.6% |
| Admin fee / account holder | $437 | $5,812-92.5% | $4,561-90.4% | $10,886-96.0% |