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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 | $269,217 | $155,555+73.1% | $146,866+83.3% | $155,188+73.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 3.74% | 115.41%-111.7pp | 102.85%-99.1pp | 148.84%-145.1pp |
| Employer contribution / active EE | $4,250 | $4,647-8.5% | $4,425-3.9% | $4,248+0.1% |
| Participant deferral / active EE | $11,766 | $8,044+46.3% | $7,759+51.6% | $6,531+80.2% |
| Admin fee / account holder | $490,385 | $14,755+3223.4% | $13,620+3500.5% | $14,480+3286.7% |