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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 | $518,259 | $127,387+306.8% | $115,038+350.5% | $125,389+313.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.13% | 31.28%-37.4pp | 26.14%-32.3pp | 282.24%-288.4pp |
| Employer contribution / active EE | $30,021 | $5,166+481.1% | $4,608+551.5% | $4,866+516.9% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,264 | $9,516-76.2% | $8,175-72.3% | $9,541-76.3% |