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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 | $263,449 | $166,089+58.6% | $164,928+59.7% | $145,978+80.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.76% | 100.26%-97.5pp | 70.08%-67.3pp | 550.52%-547.8pp |
| Employer contribution / active EE | $60,092 | $5,276+1038.9% | $4,343+1283.6% | $4,662+1189.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $40,100 | $16,641+141.0% | $12,684+216.1% | $13,400+199.2% |