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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 | $475,271 | $217,432+118.6% | $185,849+155.7% | $167,536+183.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.20% | 148.42%-145.2pp | 122.10%-118.9pp | 478.82%-475.6pp |
| Employer contribution / active EE | $26,011 | $5,875+342.8% | $5,169+403.3% | $4,839+437.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,853 | $19,818-80.6% | $16,244-76.3% | $12,315-68.7% |