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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 | $370,740 | $135,956+172.7% | $123,894+199.2% | $273,972+35.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.41% | 56.63%-56.2pp | 47.52%-47.1pp | 41.46%-41.0pp |
| Employer contribution / active EE | $17,000 | $5,170+228.8% | $4,617+268.2% | $4,869+249.2% |
| Participant deferral / active EE | $24,000 | $6,343+278.4% | $5,984+301.1% | $5,287+353.9% |
| Admin fee / account holder | $7,654 | $9,817-22.0% | $8,357-8.4% | $10,133-24.5% |