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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 | $461,094 | $217,432+112.1% | $185,849+148.1% | $167,536+175.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.15% | 148.42%-144.3pp | 122.10%-117.9pp | 478.82%-474.7pp |
| Employer contribution / active EE | $14,209 | $5,875+141.9% | $5,169+174.9% | $4,839+193.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,507 | $19,818-1.6% | $16,244+20.1% | $12,315+58.4% |