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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 | $442,570 | $211,224+109.5% | $178,505+147.9% | $145,897+203.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.14% | 30.28%-30.1pp | 27.16%-27.0pp | 552.29%-552.2pp |
| Employer contribution / active EE | $13,489 | $4,577+194.7% | $3,955+241.1% | $4,663+189.3% |
| Participant deferral / active EE | $30,500 | $6,966+337.9% | $6,280+385.6% | $6,689+356.0% |
| Admin fee / account holder | $34,684 | $12,109+186.4% | $10,428+232.6% | $13,390+159.0% |