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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 | $560,617 | $228,395+145.5% | $185,861+201.6% | $158,982+252.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 3.15% | 40.82%-37.7pp | 35.96%-32.8pp | 302.99%-299.8pp |
| Employer contribution / active EE | $34,705 | $4,968+598.6% | $4,088+749.0% | $4,763+628.7% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $96,835 | $11,869+715.9% | $9,503+919.0% | $11,252+760.6% |