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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 | $458,934 | $213,785+114.7% | $185,441+147.5% | $155,188+195.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 5.86% | 19.97%-14.1pp | 20.16%-14.3pp | 148.84%-143.0pp |
| Employer contribution / active EE | $25,035 | $5,393+364.2% | $4,672+435.8% | $4,248+489.4% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $171,679 | $21,134+712.3% | $17,890+859.6% | $14,480+1085.6% |