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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 | $337,130 | $157,304+114.3% | $141,197+138.8% | $152,909+120.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.66% | 64.34%-53.7pp | 71.41%-60.7pp | 345.46%-334.8pp |
| Employer contribution / active EE | $36,000 | $5,263+584.1% | $4,736+660.1% | $4,764+655.7% |
| Participant deferral / active EE | $18,000 | $7,111+153.1% | $6,710+168.2% | $5,851+207.6% |
| Admin fee / account holder | $2,188 | $12,126-82.0% | $10,265-78.7% | $11,601-81.1% |