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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 | $391,238 | $162,529+140.7% | $130,788+199.1% | $154,746+152.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 4.64% | 510.48%-505.8pp | 386.44%-381.8pp | 172.34%-167.7pp |
| Employer contribution / active EE | $38,948 | $4,447+775.7% | $3,558+994.7% | $4,379+789.4% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,384 | $7,669-55.9% | $6,673-49.3% | $14,365-76.4% |