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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 | $469,696 | $149,778+213.6% | $118,946+294.9% | $158,950+195.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.27% | 19.95%-15.7pp | 35.89%-31.6pp | 302.91%-298.6pp |
| Employer contribution / active EE | $32,000 | $4,117+677.3% | $3,263+880.6% | $4,762+572.0% |
| Participant deferral / active EE | $22,000 | $5,225+321.1% | $4,266+415.7% | $5,983+267.7% |
| Admin fee / account holder | $418,690 | $8,604+4766.0% | $6,581+6262.2% | $11,248+3622.2% |