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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 | $439,804 | $165,381+165.9% | $149,730+193.7% | $158,966+176.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.18% | 348.29%-343.1pp | 276.70%-271.5pp | 302.95%-297.8pp |
| Employer contribution / active EE | $57,000 | $5,104+1016.7% | $4,645+1127.1% | $4,762+1096.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,093 | $10,809-71.4% | $9,310-66.8% | $11,250-72.5% |