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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 | $149,741+213.7% | $118,914+295.0% | $158,982+195.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.27% | 19.94%-15.7pp | 35.89%-31.6pp | 302.99%-298.7pp |
| Employer contribution / active EE | $32,000 | $4,119+677.0% | $3,264+880.3% | $4,763+571.9% |
| Participant deferral / active EE | $22,000 | $5,226+321.0% | $4,266+415.7% | $5,983+267.7% |
| Admin fee / account holder | $418,690 | $8,607+4764.3% | $6,582+6260.9% | $11,252+3621.2% |