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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 | $442,514 | $105,856+318.0% | $90,161+390.8% | $147,586+199.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 4.95% | 37.63%-32.7pp | 34.89%-29.9pp | 578.59%-573.6pp |
| Employer contribution / active EE | $17,330 | $4,126+320.0% | $3,318+422.3% | $4,876+255.4% |
| Participant deferral / active EE | $11,482 | $5,733+100.3% | $5,287+117.2% | $5,439+111.1% |
| Admin fee / account holder | $5,943 | $8,046-26.1% | $5,9430% | $10,886-45.4% |