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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 | $271,756 | $150,445+80.6% | $136,297+99.4% | $147,585+84.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.46% | 1049.14%-1046.7pp | 5156.16%-5153.7pp | 578.57%-576.1pp |
| Employer contribution / active EE | $2,760 | $5,256-47.5% | $4,696-41.2% | $4,876-43.4% |
| Participant deferral / active EE | $20,346 | $6,631+206.9% | $6,247+225.7% | $5,439+274.1% |
| Admin fee / account holder | $2,505 | $10,906-77.0% | $9,244-72.9% | $10,885-77.0% |