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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 | $291,747 | $88,672+229.0% | $105,223+177.3% | $82,448+253.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 5.66% | 30.86%-25.2pp | 180.65%-175.0pp | 41.64%-36.0pp |
| Employer contribution / active EE | $17,914 | $3,048+487.7% | $3,689+385.7% | $2,551+602.2% |
| Participant deferral / active EE | $4,496 | $4,036+11.4% | $5,072-11.3% | $4,139+8.6% |
| Admin fee / account holder | $18,547 | $7,146+159.5% | $8,859+109.4% | $7,234+156.4% |