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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 | $352,521 | $148,629+137.2% | $135,982+159.2% | $139,487+152.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.07% | 79.33%-70.3pp | 68.32%-59.3pp | 373.84%-364.8pp |
| Employer contribution / active EE | $27,760 | $5,247+429.1% | $4,859+471.3% | $4,755+483.8% |
| Participant deferral / active EE | $27,017 | $8,102+233.4% | $7,760+248.2% | $6,713+302.5% |
| Admin fee / account holder | $233,256 | $12,406+1780.1% | $10,767+2066.3% | $11,407+1944.8% |