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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 | $450,636 | $232,540+93.8% | $185,117+143.4% | $147,586+205.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 2.17% | 43.03%-40.9pp | 40.50%-38.3pp | 578.59%-576.4pp |
| Employer contribution / active EE | $6,800 | $5,195+30.9% | $4,182+62.6% | $4,876+39.4% |
| Participant deferral / active EE | $24,000 | $5,834+311.4% | $5,045+375.7% | $5,439+341.3% |
| Admin fee / account holder | $1,050 | $10,275-89.8% | $8,159-87.1% | $10,886-90.4% |