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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 | $430,076 | $185,312+132.1% | $161,489+166.3% | $154,746+177.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 4.20% | 103.84%-99.6pp | 89.72%-85.5pp | 172.34%-168.1pp |
| Employer contribution / active EE | $41,828 | $4,769+777.1% | $4,268+880.0% | $4,379+855.2% |
| Participant deferral / active EE | $25,869 | $6,350+307.4% | $5,630+359.5% | $6,730+284.4% |
| Admin fee / account holder | $403,496 | $18,654+2063.0% | $16,006+2421.0% | $14,365+2708.8% |