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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 | $271,248 | $100,970+168.6% | $96,576+180.9% | $137,256+97.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 8.70% | 38.16%-29.5pp | 38.47%-29.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $13,109 | $3,809+244.1% | $3,553+268.9% | $4,156+215.4% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $50,695 | $11,312+348.2% | $11,381+345.4% | $12,270+313.2% |