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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 | $451,146 | $202,345+123.0% | $172,755+161.1% | $152,885+195.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.74% | 1029.77%-1026.0pp | 802.94%-799.2pp | 345.39%-341.7pp |
| Employer contribution / active EE | $57,864 | $5,858+887.8% | $5,144+1024.8% | $4,763+1114.8% |
| Participant deferral / active EE | $6,000 | $5,948+0.9% | $5,198+15.4% | $5,851+2.6% |
| Admin fee / account holder | $3,043 | $17,111-82.2% | $13,955-78.2% | $11,598-73.8% |