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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 | $295,738 | $182,442+62.1% | $163,379+81.0% | $138,895+112.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 0.07% | 72.74%-72.7pp | 63.41%-63.3pp | 145.39%-145.3pp |
| Employer contribution / active EE | $17,622 | $4,159+323.7% | $3,752+369.6% | $4,194+320.1% |
| Participant deferral / active EE | $20,333 | $6,817+198.3% | $6,282+223.7% | $6,396+217.9% |
| Admin fee / account holder | $36,193 | $10,396+248.2% | $9,818+268.6% | $12,562+188.1% |